Plan Snapshot
- Plan Sponsor: Cornerstone Montgomery, INC.
- Sponsor EIN: 520937199
- Sponsor Address: 2 TAFT COURT, ROCKVILLE, MD, 208501390
- Plan Type: 403(b)
- Total Participants: 574
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 574 | $17.5M | $277,918 | $798,845 |
| 2023 | 542 | $17.1M | $280,779 | $762,892 |
| 2022 | 472 | $14.5M | $239,849 | $690,806 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
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 | $102,617 | — | $65,505 | — | — |
| 2023 | $64,847 | — | $64,847 | — | — |
| 2022 | $66,154 | — | $66,154 | — | — |