Plan Snapshot
- Plan Sponsor: Cornerstone Labor Services, INC
- Sponsor EIN: 814931549
- Sponsor Address: 15247 WHISPERING WIND CIRCLE, MONTPELIER, VA, 23192
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 124 | $3.5M | $862,006 | $350,040 |
| 2023 | 106 | $2.8M | $770,606 | $341,437 |
| 2022 | 100 | $2.0M | $692,242 | $355,310 |
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 |
|---|---|---|---|---|
| HANSEN SMITH CONE & ROBERTELLO | 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 | $7,169 | — | — | — | — |
| 2023 | $4,747 | — | — | — | — |
| 2022 | $3,998 | — | — | — | — |