AUMdb

Cornerstones, Inc. 401(k) Plan

Sponsored by Cornerstones, Inc. · EIN 541037615 · Plan #002

Total assets
$5.4M
Net assets
$5.4M
Active participants
153
With balances
150

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
John Hancock Life Insurance Co Recordkeeping, Sub-transfer agency fees, Soft dollars commissions $288