AUMdb

Cornerstone Education Group 403(b) Plan

Sponsored by Cornerstone Education Group · EIN 851249057 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
283
With balances
406

Plan year beginning 07/01/2024 · Automatic enrollment, Default investment account (QDIA)

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
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $19,320

Filing history

Plan year Assets Participants Source
07/01/2024 $11.5M 283 ack 20260410150033NAL0013689521001
07/01/2021 $6.2M 309 ack 20251002114255NAL0000446721001