Cornerstone 401(k) Retirement Plan
Sponsored by Cornerstone Industries Corp. · EIN 611261950 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 74
- With balances
- 42
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lji Wealth Management, Llc CRD 145399 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lji Wealth Management, Llc | Investment advisory (plan) | $12,813 |
| Nationwide | Investment advisory (participants) | $5,789 |
| Mcgregor & Associates, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $417 |