CORNERSTONE WEALTH
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
53
Active participants
41,758
Total plan assets
$8.0B
Filings (rows)
53
Direct comp
$814K
Indirect comp
$259K
Aggregating 5 name variants under "CORNERSTONE WEALTH"
SERVICES PROVIDED
Other32
Advisor / Consultant21
Top plans served
All 53 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JETBLUE AIRWAYS CORPORATION JETBLUE AIRWAYS RETIREMENT PLAN | LONG ISLAND CITY, NY | Other NONE | 23,089 | $5.4B | $10K |
| US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | RALEIGH, NC | Other NONE | 4,664 | $571.0M | $14K |
| US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY PHYSICIAN PRACTICE 401(K) RETIREMENT PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 2,284 | $447.5M | $11K |
| US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY PHYSICIAN PRACTICE 401(K) RETIREMENT PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 2,330 | $382.4M | $11K |
| LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY, MO | Other NONE | 488 | $349.2M | $8K |
| LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY, MO | Other NONE | 425 | $334.4M | $5K |
| US RADIOLOGY SPECIALISTS, INC. US RADIOLOGY SPECIALISTS 401(K) RETIREMENT PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 500 | $166.5M | $7K |
| MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN, TX | Other SERVICE PROVIDER | 208 | $24.8M | $0 |
| TURN BEHAVIORAL HEALTH SERVICES TURN BEHAVIORAL HEALTH SERVICES RETIREMENT PLAN | SAN DIEGO, CA | Other INVESTMENT/FINANCIAL ADVI | 619 | $22.1M | $12K |
| MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN, TX | Other SERVICE PROVIDER | 231 | $19.6M | $0 |
| INOMEDIC HEALTH APPLICATIONS, INC. IHA OCCUPATIONAL HEALTH SERVICES RETIREMENT PLAN | HAMPTON, VA | Other NONE | 1 | $14.8M | $74K |
| WELDMAC MFG. CO. WELDMAC TAX FAVORED SAVINGS/ RETIREMENT PLAN | EL CAJON, CA | Other INVESTMENT/FINANCIAL ADVI | 158 | $14.8M | $19K |
| INOMEDIC HEALTH APPLICATIONS, INC. IHA OCCUPATIONAL HEALTH SERVICES RETIREMENT PLAN | HAMPTON, VA | Other NONE | 3 | $14.3M | $68K |
| HPM CORPORATION HPM OCCUPATIONAL HEALTH SERVICES RETIREMENT PLAN | RICHLAND, WA | Other NONE | 5 | $13.4M | $76K |
| MERCURY FINANCIAL LLC MERCURY FINANCIAL 401(K) PLAN | AUSTIN, TX | Other SERVICE PROVIDER | 202 | $12.2M | $0 |
| HOWARD ENERGY CO., INC. HOWARD ENERGY TAX DEFERRED SAVINGS PLAN | SAN DIEGO CA, CA | Advisor / Consultant INVESTMENT ADVISORY | 59 | $10.4M | $30K |
| HEADLANDS RESEARCH, INC. HEADLANDS RESEARCH 401(K) PLAN | LAKE WORTH, FL | Other SERVICE PROVIDER | 365 | $10.1M | $0 |
| UTILI-SERVE, LLC UTILI-SERVE, LLC 401(K) PLAN | CONOVER, NC | Advisor / Consultant INVESTMENT ADVISOR | 268 | $9.8M | $29K |
| AMERICAN CARPET SOUTH, INC. ACS 401(K) PLAN | PASSAIC, NJ | Other SERVICE PROVIDER | 127 | $9.5M | $0 |
| STIER SUPPLY COMPANY STIER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN & TRUST | GASTON, SC | Advisor / Consultant ADVISOR | 431 | $9.3M | $28K |
| RANCHO SANTA FE ASSOCIATION RANCHO SANTA FE ASSOCIATION 401(K) PLAN | RANCHO SANTA FE, CA | Other INVESTMENT/FINANCIAL ADVI | 134 | $8.3M | $15K |
| AMERICAN CARPET SOUTH, INC. ACS 401(K) PLAN | PASSAIC, NJ | Other SERVICE PROVIDER | 133 | $8.2M | $0 |
| UTILI-SERVE, LLC UTILI-SERVE, LLC 401(K) PLAN | CONOVER, NC | Advisor / Consultant INVESTMENT ADVISOR | 309 | $7.9M | $18K |
| HEADLANDS RESEARCH, INC. HEADLANDS RESEARCH 401(K) PLAN | LAKE WORTH, FL | Other FINANCIAL ADVICE | 338 | $7.3M | $0 |
| AMERICAN CARPET SOUTH, INC. ACS 401(K) PLAN | PASSAIC, NJ | Other SERVICE PROVIDER | 144 | $6.9M | $0 |
| STIER SUPPLY COMPANY STIER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN & TRUST | GASTON, SC | Advisor / Consultant ADVISOR | 397 | $6.8M | $19K |
| RANCHO SANTA FE ASSOCIATION RANCHO SANTA FE ASSOCIATION 401(K) PLAN | RANCHO SANTA FE, CA | Other INVESTMENT/FINANCIAL ADVI | 131 | $6.7M | $13K |
| DAVIDSON DAY SCHOOL DAVIDSON DAY SCHOOL RETIREMENT PLAN | DAVIDSON, NC | Advisor / Consultant INVESTMENT ADVISOR | 148 | $6.6M | $16K |
| CARGOMATIC, INC. CARGOMATIC, INC. 401(K) PLAN | LONG BEACH, CA | Other SERVICE PROVIDER | 315 | $6.4M | $0 |
| HPM CORPORATION HPM CORPORATION 401(K) PLAN | RICHLAND, WA | Other NONE | 72 | $6.1M | $35K |
| UTILI-SERVE, LLC UTILI-SERVE, LLC 401(K) PLAN | CONOVER, NC | Advisor / Consultant INVESTMENT ADVISOR | 216 | $5.7M | $20K |
| DAVIDSON DAY SCHOOL DAVIDSON DAY SCHOOL RETIREMENT PLAN | DAVIDSON, NC | Advisor / Consultant INVESTMENT ADVISOR | 145 | $5.6M | $19K |
| HPM CORPORATION HPM CORPORATION 401(K) PLAN | RICHLAND, WA | Other NONE | 5 | $5.4M | $28K |
| B.I.G. CO., INC. DBA CAPO VALLEY FIRESIDE B.I.G. CO., INC. DBA CAPO VALLEY FIRESIDE PROFIT SHARING PLAN | SAN JUAN CAPISTRANO, CA | Advisor / Consultant INVESTMENT ADVISOR | 115 | $5.2M | $15K |
| INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA, CA | Advisor / Consultant ADVISOR | 107 | $5.2M | $25K |
| STIER SUPPLY COMPANY STIER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN & TRUST | GASTON, SC | Advisor / Consultant ADVISOR | 275 | $4.9M | $18K |
| INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA, CA | Advisor / Consultant ADVISOR | 99 | $4.7M | $25K |
| DAVIDSON DAY SCHOOL DAVIDSON DAY SCHOOL RETIREMENT PLAN | DAVIDSON, NC | Advisor / Consultant INVESTMENT ADVISOR | 129 | $4.7M | $16K |
| TRI-CITIES CHAPLAINCY TRI-CITIES CHAPLAINCY 401(K) PLAN | RICHLAND, WA | Other N/A | 123 | $4.2M | $21K |
| TRI-CITIES CHAPLAINCY TRI-CITIES CHAPLAINCY 401(K) PLAN | RICHLAND, WA | Other N/A | 100 | $4.2M | $21K |
| THE BRIDGES CLUB AT RANCHO SANTA FE, INC. THE BRIDGES CLUB 401(K) PLAN | RANCHO SANTA FE, CA | Advisor / Consultant INVESTMENT ADVISOR | 133 | $4.2M | $5K |
| TRI-CITIES CHAPLAINCY TRI-CITIES CHAPLAINCY 401(K) PLAN | RICHLAND, WA | Other N/A | 97 | $4.1M | $21K |
| INDUSTRIAL COMMERCIAL SYSTEMS, INDUSTRIAL COMMERCIAL SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST | VISTA, CA | Advisor / Consultant ADVISOR | 130 | $4.0M | $19K |
| ACCESSONE MEDCARD, INC. ACCESSONE MEDCARD, INC. 401(K) PS PLAN | FORT MILL, SC | Advisor / Consultant INVESTMENT ADVISOR | 138 | $3.7M | $10K |
| JOSHCO GROUP, LLC JOSHCO GROUP, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS, NV | Other SERVICE PROVIDER | 181 | $3.5M | $0 |
| CARGOMATIC, INC. CARGOMATIC, INC. 401(K) PLAN | LONG BEACH, CA | Other SERVICE PROVIDER | 251 | $3.2M | $0 |
| OMNI HEALTHCARE FINANCIAL EMPLOYMENT, LLC OMNI HEALTHCARE 401(K) PLAN | HUNTERSVILLE, NC | Other SERVICE PROVIDER | 142 | $3.2M | $0 |
| JOSHCO GROUP, LLC JOSHCO GROUP, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS, NV | Other SERVICE PROVIDER | 194 | $3.0M | $0 |
| LEADQUAL, LLC LEADQUAL 401(K) PROFIT SHARING PLAN AND TRUST | LOS ANGELES, CA | Other SERVICE PROVIDER | 181 | $2.6M | $0 |
| BENNETT CONSTRUCTION, INC. BRT RETIREMENT SAVINGS PLAN | OKLAHOMA CITY, OK | Advisor / Consultant ADVISOR | 171 | $2.3M | $11K |
| POWERWORKS ELECTRIC, LLC POWERWORKS ELECTRIC 401(K) PLAN | MOORESVILLE, NC | Other SERVICE PROVIDER | 92 | $2.2M | $0 |
| SLIM CHICKENS DEVELOPMENT CORP LLC SLIM CHICKENS 401(K) PROFIT SHARING PLAN | FAYETTEVILLE, AR | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 156 | $1.6M | $8K |
| WELDMAC MFG. CO. WELDMAC TAX FAVORED SAVINGS/ | PINE VALLEY, CA | Other INVESTMENT/FINANCIAL ADVI | 0 | $0 | $16K |