Plan Snapshot
- Plan Sponsor: Cornerstone Government Affairs, INC.
- Sponsor EIN: 331003480
- Sponsor Address: 800 MAINE AVENUE SW, WASHINGTON, DC, 20024
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $45.5M
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 | 188 | $45.5M | $1.3M | $3.1M |
| 2023 | 164 | $36.0M | $1.1M | $2.6M |
| 2022 | 136 | $27.5M | $884,859 | $2.1M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $71,160 | $71,160 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $14,194 | — | $14,194 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,354
- Estimated Expense Ratio: 0.187% of plan assets
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 | $13,419 | — | — | — | — |
| 2023 | $14,221 | — | — | — | — |
| 2022 | $24,843 | — | — | — | — |