Cornerstone Benefits, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Cornerstone Benefits, INC.
  • Sponsor EIN: 272218037
  • Sponsor Address: 74 W. BROAD ST., SUITE 340, BETHLEHEM, PA, 18018
  • Plan Type: DC
  • Plan Number: 002
  • Total Participants: 38
  • Total Assets: $29.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202538$29.7M$0$0
202436$23.0M$603,882$0
202336$17.4M$626,731$0
202235$16.0M$694,553$0

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