Cornerstone Vna Retirement Plan
Sponsored by Cornerstone Vna · EIN 020231026 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 201
- With balances
- 156
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Pension & Wealth Management Advisor | Investment management fees (direct) | $50,259 |
| Benefit Plans Admin Services, Inc. | Contract administrator, Consulting (pension), Participant loan processing | $27,261 |