Form 5500 Search

CORNERSTONE ADVISORY

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
12
Active participants
9,731
Total plan assets
$1.3B
Filings (rows)
12
Direct comp
$359K
Indirect comp
$0
Aggregating 2 name variants under "CORNERSTONE ADVISORY"

SERVICES PROVIDED

Advisor / Consultant11
Other1

Top plans served

All 12 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
COWAN SYSTEMS, LLC
COWAN SYSTEMS 401K PROFIT SHARING PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
2,150$37.0M$48K
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
COWAN SYSTEMS, LLC
COWAN SYSTEMS 401K PROFIT SHARING PLAN
BALTIMORE, MD
Advisor / Consultant
ADVISOR
2,273$31.5M$50K
DYNASPLINT SYSTEMS, INC.
DYNASPLINT SYSTEMS INC. 401(K) PLAN
SEVERNA PARK, MD
Advisor / Consultant
ADVISOR
326$21.0M$44K
DYNASPLINT SYSTEMS, INC.
DYNASPLINT SYSTEMS INC. 401(K) PLAN
SEVERNA PARK, MD
Advisor / Consultant
ADVISOR
246$18.1M$42K
DYNASPLINT SYSTEMS, INC.
DYNASPLINT SYSTEMS INC. 401(K) PLAN
SEVERNA PARK, MD
Advisor / Consultant
ADVISOR
259$16.6M$49K
ASCEND ONE CORPORATION
ASCEND ONE CORPORATION 401(K) PLAN
COLUMBIA, MD
Advisor / Consultant
INVESTMENT ADVISOR
44$11.8M$21K
CDS LOGISTICS MANAGEMENT INC
CDS LOGISTICS RETIREMENT PLAN
MIDDLE RIVER, MD
Advisor / Consultant
ADVISOR
259$6.4M$11K
CDS LOGISTICS MANAGEMENT INC
CDS LOGISTICS RETIREMENT PLAN
MIDDLE RIVER, MD
Advisor / Consultant
ADVISOR
179$5.3M$8K
CDS LOGISTICS MANAGEMENT INC
CDS LOGISTICS RETIREMENT PLAN
MIDDLE RIVER, MD
Advisor / Consultant
ADVISOR
193$3.9M$7K
CORNERSTONE ADVISORY — Form 5500 Service Provider Profile | Form 5500 Search