# Cornerstone Montgomery, INC. 403(b) Plan
Source: https://planprovider.pro/companies/cornerstone-montgomery-inc-403b-plan

> Cornerstone Montgomery, INC.'s 403(b) plan: 574 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$62,305|—|$62,305|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|—|$20,483|$20,483|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,788

- **Estimated Expense Ratio:** 0.473% 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|$102,617|—|$65,505|—|—|

| 2023|$64,847|—|$64,847|—|—|

| 2022|$66,154|—|$66,154|—|—|

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