# Cornerstone Group Holdings, INC 401(k) Plan
Source: https://planprovider.pro/companies/cornerstone-group-holdings-inc-401k-plan

> Cornerstone Group Holdings, INC's 401(k) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TRAMSAMERICA FINANCIAL LIFE INS](https://planprovider.pro/provider/transamerica) — 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|—|—|

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