CORNERSTONE PRIVATE ASSET TRUST

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

437

Total plan assets

$77.6M

Filings (rows)

Direct comp

$213K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
BGM GROUP, LLC BGM GROUP SALARY SAVINGS PLAN AND TRUST	BLOOMINGTON, MN	Advisor / Consultant ADVISOR	153	$30.1M	$110K
BGM GROUP, LLC BGM GROUP SALARY SAVINGS PLAN AND TRUST	BLOOMINGTON, MN	Advisor / Consultant ADVISOR	146	$25.3M	$96K
BGM GROUP, LLC BGM GROUP SALARY SAVINGS PLAN AND TRUST