Form 5500 Search

CORNERSTONE ADV

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
98
Active participants
74,290
Total plan assets
$7.9B
Filings (rows)
98
Direct comp
$3.2M
Indirect comp
$1.1M

SERVICES PROVIDED

Advisor / Consultant70
Other26
Custodian2

Top plans served

All 98 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LITTLER MENDELSON, P.C.
LITTLER MENDELSON 401(K) PLAN AND TRUST
SAN FRANCISCO, CA
Other
NONE
2,298$1.1B$7K
CREIGHTON UNIVERSITY
RETIREMENT PLAN OF CREIGHTON UNIVERSITY
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
3,738$684.0M$0
CREIGHTON UNIVERSITY
RETIREMENT PLAN OF CREIGHTON UNIVERSITY
OMAHA, NE
Advisor / Consultant
INVESTMENT ADVISORY
3,596$572.9M$0
XAVIER UNIVERSITY
XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
CINCINNATI, OH
Other
NONE
1,871$410.6M$75K
XAVIER UNIVERSITY
XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
CINCINNATI, OH
Other
NONE
1,948$388.9M$100K
XAVIER UNIVERSITY
XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
CINCINNATI, OH
Other
NONE
1,461$348.6M$105K
GOOD SHEPHERD REHABILITATION NETWORK
GOOD SHEPHERD RETIREMENT PLAN
ALLENTOWN, PA
Advisor / Consultant
INVESTMENT ADVISORY
2,152$179.2M$0
SUSQUEHANNA UNIVERSITY
SUSQUEHANNA UNIVERSITY RETIREMENT PLAN
SELINSGROVE, PA
Other
NONE
507$158.6M$61K
GOOD SHEPHERD REHABILITATION NETWORK
GOOD SHEPHERD RETIREMENT PLAN
ALLENTOWN, PA
Advisor / Consultant
INVESTMENT ADVISORY
2,083$155.3M$0
MERAKEY USA
MERAKEY 403(B) PLAN
LAFAYETTE HILL, PA
Advisor / Consultant
INVESTMENT ADVISOR
5,501$155.3M$37K
ALLEGHENY COLLEGE
ALLEGHENY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
MEADVILLE, PA
Other
NONE
456$151.6M$36K
SUSQUEHANNA UNIVERSITY
SUSQUEHANNA UNIVERSITY RETIREMENT PLAN
SELINSGROVE, PA
Other
NONE
495$145.8M$41K
MERAKEY USA
MERAKEY 403(B) PLAN
LAFAYETTE HILL, PA
Advisor / Consultant
INVESTMENT ADVISOR
6,121$140.4M$32K
JUNIATA COLLEGE
JUNIATA COLLEGE RETIREMENT PLAN
HUNTINGDON, PA
Other
NONE
344$138.0M$70K
ALLEGHENY COLLEGE
ALLEGHENY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
MEADVILLE, PA
Other
NONE
361$137.1M$35K
MORAVIAN UNIVERSITY
MORAVIAN UNIVERSITY RETIREMENT PLAN
BETHLEHEM, PA
Other
NONE
554$134.0M$28K
MERAKEY USA
MERAKEY 403(B) PLAN
LAFAYETTE HILL, PA
Advisor / Consultant
CONSULTANT
7,612$132.9M$0
SUSQUEHANNA UNIVERSITY
SUSQUEHANNA UNIVERSITY RETIREMENT PLAN
SELINSGROVE, PA
Other
NONE
506$132.2M$43K
JUNIATA COLLEGE
JUNIATA COLLEGE RETIREMENT PLAN
HUNTINGDON, PA
Other
NONE
338$130.9M$59K
GOOD SHEPHERD REHABILITATION NETWORK
GOOD SHEPHERD RETIREMENT PLAN
ALLENTOWN, PA
Advisor / Consultant
INVESTMENT ADVISORY
2,156$130.5M$0
SAINT FRANCIS UNIVERSITY
SAINT FRANCIS UNIVERSITY RETIREMENT PLAN
LORETTO, PA
Advisor / Consultant
INVESTMENT ADVISOR
473$127.9M$37K
MERAKEY USA
MERAKEY 403(B) PLAN
LAFAYETTE HILL, PA
Advisor / Consultant
CONSULTANT
7,161$123.8M$7K
MORAVIAN UNIVERSITY
MORAVIAN UNIVERSITY RETIREMENT PLAN
BETHLEHEM, PA
Other
NONE
524$122.4M$34K
JUNIATA COLLEGE
JUNIATA COLLEGE RETIREMENT PLAN
HUNTINGDON, PA
Other
NONE
338$120.0M$50K
SAINT FRANCIS UNIVERSITY
SAINT FRANCIS UNIVERSITY RETIREMENT PLAN
LORETTO, PA
Advisor / Consultant
INVESTMENT ADVISOR
483$117.8M$33K
MORAVIAN UNIVERSITY
MORAVIAN UNIVERSITY RETIREMENT PLAN
BETHLEHEM, PA
Other
NONE
488$111.3M$36K
SAINT FRANCIS UNIVERSITY
SAINT FRANCIS UNIVERSITY RETIREMENT PLAN
LORETTO, PA
Advisor / Consultant
INVESTMENT ADVISOR
488$105.4M$33K
GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS
GIFT OF LIFE DONOR PROGRAM 403(B) PLAN
PHILADELPHIA, PA
Advisor / Consultant
ADVISOR
336$71.4M$108K
GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS
GIFT OF LIFE DONOR PROGRAM 403(B) PLAN
PHILADELPHIA, PA
Advisor / Consultant
ADVISOR
355$62.5M$90K
KESSLER, TOPAZ, MELTZER & CHECK, LLP
KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN
RADNOR, PA
Advisor / Consultant
INVESTEMENT ADVISOR
187$58.4M$57K
D.G. YUENGLING & SON, INC.
D. G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN
POTTSVILLE, PA
Advisor / Consultant
REGISTERED INV ADVISORY
341$55.8M$39K
GREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS
GIFT OF LIFE DONOR PROGRAM 403(B) PLAN
PHILADELPHIA, PA
Advisor / Consultant
ADVISOR
291$50.9M$84K
KESSLER, TOPAZ, MELTZER & CHECK, LLP
KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN
RADNOR, PA
Advisor / Consultant
INVESTEMENT ADVISOR
180$49.3M$50K
WOHLSEN CONSTRUCTION COMPANY
WOHLSEN CONSTRUCTION COMPANY 401(K) PLAN
LANCASTER, PA
Advisor / Consultant
INVESTMENT ADVISORY
325$41.0M$17K
KESSLER TOPAZ MELTZER & CHECK, LLP
KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLAN
RADNOR, PA
Advisor / Consultant
INVESTEMENT ADVISOR
186$40.6M$42K
CHESAPEAKE BAY FOUNDATION, INC.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN
ANNAPOLIS, MD
Advisor / Consultant
INVESTMENT ADVISORY
234$38.8M$10K
COWAN SYSTEMS, LLC
COWAN SYSTEMS 401K PROFIT SHARING PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
2,150$37.0M$48K
WOHLSEN CONSTRUCTION COMPANY
WOHLSEN CONSTRUCTION COMPANY 401(K) PLAN
LANCASTER, PA
Advisor / Consultant
INVESTMENT ADVISORY
325$36.6M$0
COWAN SYSTEMS, LLC
COWAN SYSTEMS 401K PROFIT SHARING PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
287$36.5M$55K
PLANET HOME LENDING, LLC
PLANET HOME LENDING, LLC PROFIT SHARING PLAN & TRUST
TAMPA, FL
Advisor / Consultant
INVESTMENT ADVISOR
1,217$35.6M$16K
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLAN
HARRISBURG, PA
Custodian
CUSTODIAN
351$35.6M$27K
CHESAPEAKE BAY FOUNDATION, INC.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN
ANNAPOLIS, MD
Advisor / Consultant
INVESTMENT ADVISORY
221$35.4M$10K
CHESAPEAKE BAY FOUNDATION, INC.
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN
ANNAPOLIS, MD
Advisor / Consultant
INVESTMENT ADVISORY
220$31.8M$10K
COWAN SYSTEMS, LLC
COWAN SYSTEMS 401K PROFIT SHARING PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
2,273$31.5M$50K
WOHLSEN CONSTRUCTION COMPANY
WOHLSEN CONSTRUCTION COMPANY 401(K) PLAN
LANCASTER, PA
Advisor / Consultant
INVESTMENT ADVISORY
315$30.1M$0
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLAN
HARRISBURG, PA
Custodian
CUSTODIAN
509$29.8M$44K
DEMPSEY UNIFORM AND LINEN SUPPLY, INC
DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN
JESSUP, PA
Advisor / Consultant
INVESTMENT ADVISOR
359$28.4M$55K
DEMPSEY UNIFORM AND LINEN SUPPLY, INC
DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN
JESSUP, PA
Advisor / Consultant
INVESTMENT ADVISOR
331$25.4M$43K
SERVICE ELECTRIC CABLEVISION, INC.
SERVICE ELECTRIC CABLEVISION, INC. SAVINGS PLAN
ALLENTOWN, PA
Other
NONE
128$24.9M$35K
FORRESTER CONSTRUCTION COMPANY
FORRESTER CONSTRUCTION COMPANY 401(K) PLAN
ROCKVILLE, MD
Advisor / Consultant
INVESTMENT ADVISOR
70$24.4M$28K
FORRESTER CONSTRUCTION COMPANY
FORRESTER CONSTRUCTION COMPANY 401(K) PLAN
ROCKVILLE, MD
Advisor / Consultant
INVESTMENT ADVISOR
85$23.7M$28K
L/B WATER SERVICE, INC.
L/B WATER SERVICE, INC. 401(K) PLAN
SELINSGROVE, PA
Advisor / Consultant
INVESTMENT ADVISORY
232$23.1M$0
L/B WATER SERVICE, INC.
L/B WATER SERVICE, INC. 401(K) PLAN
SELINSGROVE, PA
Advisor / Consultant
INVESTMENT ADVISORY
237$22.4M$0
PRESTON MANAGEMENT, INC.
PRESTON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
NEW CASTLE, PA
Advisor / Consultant
RIA
370$22.2M$61K
DEMPSEY UNIFORM AND LINEN SUPPLY, INC
DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLAN
JESSUP, PA
Advisor / Consultant
INVESTMENT ADVISOR
314$22.0M$50K
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLAN
HARRISBURG, PA
Other
483$21.7M$41K
DYNASPLINT SYSTEMS, INC.
DYNASPLINT SYSTEMS INC. 401(K) PLAN
SEVERNA PARK, MD
Advisor / Consultant
ADVISOR
326$21.0M$44K
FLEXICON CORPORATION
FLEXICON CORPORATION 401(K) PLAN
BETHLEHEM, PA
Advisor / Consultant
REGISTERED INV ADVISOR
198$20.7M$58K
FORRESTER CONSTRUCTION COMPANY
FORRESTER CONSTRUCTION COMPANY 401(K) PLAN
ROCKVILLE, MD
Other
INVESTMENT/FINANCIAL ADVI
52$20.1M$12K
SERVICE ELECTRIC CABLEVISION, INC.
SERVICE ELECTRIC CABLEVISION, INC. SAVINGS PLAN
ALLENTOWN, PA
Other
NONE
131$19.9M$28K
PRESTON MANAGEMENT, INC.
PRESTON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
NEW CASTLE, PA
Advisor / Consultant
REGISTERED INV ADVISOR
387$19.1M$53K
ALLEN ORGAN COMPANY LLC
ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN
MACUNGIE, PA
Advisor / Consultant
REGISTERED INV ADVISOR
129$19.0M$36K
L/B WATER SERVICE, INC.
L/B WATER SERVICE, INC. 401(K) PLAN
SELINSGROVE, PA
Advisor / Consultant
INVESTMENT ADVISORY
222$18.6M$0
DYNASPLINT SYSTEMS, INC.
DYNASPLINT SYSTEMS INC. 401(K) PLAN
SEVERNA PARK, MD
Advisor / Consultant
ADVISOR
246$18.1M$42K
FLEXICON CORPORATION
FLEXICON CORPORATION 401(K) PLAN
BETHLEHEM, PA
Advisor / Consultant
INVESTMENT ADVISORY-PLAN
224$17.9M$48K
ALLEN ORGAN COMPANY LLC
ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLAN
MACUNGIE, PA
Advisor / Consultant
REGISTERED INV ADVISOR
133$17.4M$32K
PRESTON MANAGEMENT, INC.
PRESTON MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
NEW CASTLE, PA
Advisor / Consultant
RIA
355$16.8M$57K
DYNASPLINT SYSTEMS, INC.
DYNASPLINT SYSTEMS INC. 401(K) PLAN
SEVERNA PARK, MD
Advisor / Consultant
ADVISOR
259$16.6M$49K
D.G. YUENGLING & SON, INC.
D.G. YUENGLING & SON, INC. HOURLY RATE EMPLOYEES' PENSION PLAN
POTTSVILLE, PA
Other
NONE
65$16.2M$0
SCENIC HUDSON, INC
SCENIC HUDSON, INC. 403(B) PLAN
POUGHKEEPSIE, NY
Other
NONE
73$15.8M$25K
KUBIK MALTBIE, INC.
KUBIK MALTBIE, INC. 401(K) PLAN
MOUNT LAUREL, NJ
Advisor / Consultant
RIA
103$15.6M$35K
COMMUNITY SERVICE SOCIETY OF NEW YORK 403(B) PLAN
COMMUNITY SERVICE SOCIETY OF NEW YORK 403(B) PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT ADVISORY
120$15.3M$40K
D.G. YUENGLING & SON, INC.
D.G. YUENGLING & SON, INC. HOURLY RATE EMPLOYEES' PENSION PLAN
POTTSVILLE, PA
Other
NONE
69$14.7M$0
WILLIAM A. FRASER, INC. D/B/A FRASER BUSINESS
FRASER BUSINESS EQUIPMENT SALARY DEFERRAL PLAN
READING, PA
Advisor / Consultant
INVESTMENT ADVISORY
174$14.6M$0
SCENIC HUDSON, INC
SCENIC HUDSON, INC. 403(B) PLAN
POUGHKEEPSIE, NY
Other
NONE
75$14.4M$39K
LEE INDUSTRIES, INC.
LEE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
PHILIPSBURG, PA
Advisor / Consultant
INVESTMENT ADVISOR
84$13.8M$32K
WILLIAM A. FRASER, INC. D/B/A FRASER BUSINESS
FRASER BUSINESS EQUIPMENT SALARY DEFERRAL PLAN
READING, PA
Advisor / Consultant
INVESTMENT ADVISORY
143$13.6M$0
ASCEND ONE CORPORATION
ASCEND ONE CORPORATION
COLUMBIA, MD
Advisor / Consultant
INVESTOR ADVISOR
84$13.1M$22K
PROJECT HOME
PROJECT HOME 401(K) PLAN
PHILADELPHIA, PA
Advisor / Consultant
REGISTERED INV ADVISORS
299$13.1M$56K
LANCASTER COUNTY MOTORS, INC.
LANCASTER COUNTY MOTORS, INC. SAVINGS PLAN
EAST PETERSBURG, PA
Other
NONE
186$13.1M$54K
WILLIAM A. FRASER, INC. D/B/A FRASER BUSINESS
FRASER BUSINESS EQUIPMENT SALARY DEFERRAL PLAN
READING, PA
Advisor / Consultant
INVESTMENT ADVISORY
156$12.8M$0
CONCERN-PROFESSIONAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES
CONCERN PROFESSIONAL SERVICES 401(K) PLAN
FLEETWOOD, PA
Advisor / Consultant
REGISTERED INV ADVISOR
369$12.2M$27K
ASCEND ONE CORPORATION
ASCEND ONE CORPORATION 401(K) PLAN
COLUMBIA, MD
Advisor / Consultant
INVESTMENT ADVISOR
44$11.8M$21K
PROJECT HOME
PROJECT HOME 401(K) PLAN
PHILADELPHIA, PA
Advisor / Consultant
REGISTERED INV ADVISORS
274$11.3M$44K
LANCASTER COUNTY MOTORS, INC.
LANCASTER COUNTY MOTORS, INC. SAVINGS PLAN
EAST PETERSBURG, PA
Advisor / Consultant
ADVISOR
141$11.2M$46K
CONCERN-PROFESSIONAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES
CONCERN PROFESSIONAL SERVICES 401(K) PLAN
FLEETWOOD, PA
Advisor / Consultant
REGISTERED INV ADVISOR
343$10.6M$25K
PALRAM AMERICAS, INC.
PALRAM 401(K) PLAN
KUTZTOWN, PA
Advisor / Consultant
INVESTMENT ADVISOR
181$8.8M$20K
PROJECT HOME
PROJECT HOME 401(K) PLAN
PHILADELPHIA, PA
Advisor / Consultant
RIA
262$8.6M$42K
ANNAPOLIS PEDIATRICS, P.A.
ANNAPOLIS PEDIATRICS, P.A. 401(K) PLAN
ANNAPOLIS, MD
Other
INVESTMENT/FINANCIAL ADVI
111$8.2M$22K
PALRAM AMERICAS, INC.
PALRAM 401(K) PLAN
KUTZTOWN, PA
Advisor / Consultant
INVESTMENT ADVISOR
196$7.4M$17K
PALRAM AMERICAS, INC.
PALRAM 401(K) PLAN
KUTZTOWN, PA
Advisor / Consultant
INVESTMENT ADVISOR
215$6.5M$3K
CDS LOGISTICS MANAGEMENT INC
CDS LOGISTICS RETIREMENT PLAN
MIDDLE RIVER, MD
Advisor / Consultant
ADVISOR
259$6.4M$11K
THE WARRELL CORPORATION
THE WARRELL CORPORATION 401(K) PLAN
CAMP HILL, PA
Advisor / Consultant
REGISTERED INV ADVISOR
103$5.9M$22K
CDS LOGISTICS MANAGEMENT INC
CDS LOGISTICS RETIREMENT PLAN
MIDDLE RIVER, MD
Advisor / Consultant
ADVISOR
179$5.3M$8K
THE WARRELL CORPORATION
THE WARRELL CORPORATION 401(K) PLAN
CAMP HILL, PA
Advisor / Consultant
REGISTERED INV ADVISOR
102$5.2M$22K
CDS LOGISTICS MANAGEMENT INC
CDS LOGISTICS RETIREMENT PLAN
MIDDLE RIVER, MD
Advisor / Consultant
ADVISOR
193$3.9M$7K
REA.DEEMING BEAUTY, INC.
REA.DEEMING BEAUTY, INC. 401(K) PROFIT SHARING PLAN
BETHLEHEM, PA
Advisor / Consultant
INVESTMENT ADVISOR
60$2.8M$10K
ANNAPOLIS PEDIATRICS, P.A 401(K) PLAN
ANNAPOLIS PEDIATRICS, P. A. 401(K) PLAN
ANNAPOLIS, MD
Other
INVESTMENT/FINANCIAL ADVI
0$0$17K
CORNERSTONE ADV — Form 5500 Service Provider Profile | Form 5500 Search