Plan Snapshot
- Plan Sponsor: Cornerstone Group Holdings, INC
- Sponsor EIN: 821949204
- Sponsor Address: 2310 ANDERSON AVE, MANHATTAN, KS, 66502
- Plan Type: 401(k)
- Total Participants: 365
- Total Assets: $556,154
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 | 365 | $556,154 | $0 | $186,402 |
| 2023 | 382 | $492,327 | $0 | $190,249 |
| 2022 | 344 | $396,882 | $0 | $238,428 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | RECORD KEEPER | $13,055 | — | $13,055 |
| TRAMSAMERICA FINANCIAL LIFE INS | RECORD KEEPER | $10,423 | — | $10,423 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN. GROUP, LLC DBA TAG RESOURCES — RECORD KEEPER
- TRAMSAMERICA FINANCIAL LIFE INS — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,478
- Estimated Expense Ratio: 4.221% 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 | $26,978 | — | $13,055 | $3,500 | — |
| 2023 | $33,017 | — | $18,517 | — | — |
| 2022 | $22,963 | — | $22,963 | — | — |