Plan Snapshot
- Plan Sponsor: Cornerstone Investment INC.
- Sponsor EIN: 461317865
- Sponsor Address: 31275 PESCADO DR, TEMECULA, CA, 92592
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $574,367
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 3 | $574,367 | $0 | $0 |
| 2024 | 3 | $574,367 | $0 | $0 |
| 2023 | 4 | $132,143 | $0 | $0 |
| 2022 | 4 | $156,466 | $0 | $0 |