Plan Snapshot
- Plan Sponsor: Cornerstone Research, INC.
- Sponsor EIN: 943092543
- Sponsor Address: 699 BOYLSTON STREET, 5TH FLOOR, BOSTON, MA, 021162836
- Plan Type: 401(k)
- Total Participants: 938
- Total Assets: $346.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 938 | $346.4M | $11.7M | $14.2M |
| 2023 | 865 | $288.5M | $10.2M | $12.0M |
| 2022 | 748 | $241.8M | $8.9M | $10.0M |
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 |
|---|---|---|---|---|
| CRAWFORD PIMENTEL | 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 | $1,850 | — | — | — | — |
| 2023 | $1,750 | — | — | — | — |
| 2022 | $1,200 | — | — | — | — |