Cornerstone Concilium, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cornerstone Concilium, INC.
  • Sponsor EIN: 943124523
  • Sponsor Address: 241 5TH STREET, SAN FRANCISCO, CA, 94103
  • Plan Type: 401(k)
  • Total Participants: 48
  • Total Assets: $5.5M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202448$5.5M$148,239$396,827
202344$4.3M$142,569$405,030
202249$3.2M$118,257$315,483

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