Plan Snapshot
- Plan Sponsor: Cornerstone Vna
- Sponsor EIN: 020231026
- Sponsor Address: 178 FARMINGTON ROAD, ROCHESTER, NH, 038670000
- Plan Type: 403(b)
- Total Participants: 201
- Total Assets: $10.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 201 | $10.9M | $294,260 | $819,022 |
| 2023 | 179 | $9.5M | $271,153 | $709,757 |
| 2022 | 160 | $7.4M | $230,940 | $644,355 |
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 |
|---|---|---|---|---|
| BDMP ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDMP ASSURANCE, 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 | $77,520 | $50,259 | $27,261 | — | — |
| 2023 | $67,090 | $41,481 | — | — | — |
| 2022 | $59,249 | $35,818 | $23,431 | — | — |