AUMdb

Cornerstone Group Holdings 401(k) Plan

Sponsored by Cornerstone Group Holdings, Inc · EIN 821949204 · Plan #001

Total assets
$556K
Net assets
$556K
Active participants
365
With balances
215

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Admin. Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $13,055
Tramsamerica Financial Life Ins Recordkeeping, Participant loan processing, Investment management fees (indirect) $10,423
Templeton & Company Llp Accounting $3,500