# Cornerstone Capital Bank 401(k) Plan
Source: https://planprovider.pro/companies/cornerstone-capital-bank-ssb-401k-plan

> Cornerstone Capital Bank's 401(k) plan: 1,434 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cornerstone Capital Bank

- **Sponsor EIN:** 760236067

- **Sponsor Address:** 1177 WEST LOOP SOUTH # 200, HOUSTON, TX, 77027

- **Plan Type:** 401(k)

- **Total Participants:** 1,434

- **Total Assets:** $136.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,434|$136.2M|$1.7M|$8.4M|

| 2023|1,434|$123.9M|$2.2M|$8.8M|

| 2022|1,693|$110.5M|$2.7M|$10.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RICHEY MAY & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RICHEY MAY & CO](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$246,577|$109,969|—|—|—|

| 2023|$242,019|$114,404|$300|—|—|

| 2022|$233,899|—|—|—|—|

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