Plan Snapshot
- Plan Sponsor: Cornerstone Defense, INC.
- Sponsor EIN: 451573733
- Sponsor Address: 13454 SUNRISE VALLEY DR., SUITE 100, HERNDON, VA, 20171
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $12.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 167 | $12.1M | $777,777 | $1.8M |
| 2023 | 150 | $10.2M | $699,950 | $1.7M |
| 2022 | 145 | $7.7M | $619,766 | $1.6M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
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 | $59,503 | — | — | — | — |
| 2023 | $45,007 | — | $45,007 | — | — |
| 2022 | $33,446 | — | — | — | $33,446 |