Cornerstone Financial Services

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

Active participants

1,296

Total plan assets

$39.2M

Filings (rows)

Direct comp

$23K

Indirect comp

$68K

Showing only "CORNERSTONE FINANCIAL SERVICES"

View all 2 variants aggregated →

CORNERSTONE FINANCIAL GROUP5 CORNERSTONE FINANCIAL SERVICES4

SERVICES PROVIDED

Advisor / Consultant2

Other service providers1

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Newport Group, Inc. Retirement Group Pooled Employer Plan · all filings	FOLSOM, CA	Other service providers	739	$13.6M	$23K	$0
Bosma Industries for the Blind Bosma Industries for the Blind, Inc. 403(b) Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	190	$9.9M	$0	$25K
Bosma Industries for the Blind Bosma Industries for the Blind, Inc. 403(b) Plan · all filings	INDIANAPOLIS, IN	Advisor / Consultant	202	$8.6M	$0	$22K
Bosma Industries for the Blind Bosma Industries for the Blind, Inc. 403(b) Plan · all filings	INDIANAPOLIS, IN	Broker	165	$7.1M	$0	$21K