Plan Snapshot
- Plan Sponsor: Cornerstones, INC.
- Sponsor EIN: 541037615
- Sponsor Address: 11150 SUNSET HILLS ROAD, SUITE 210, RESTON, VA, 20190
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 153 | $5.4M | $161,548 | $340,464 |
| 2023 | 129 | $5.0M | $141,505 | $287,282 |
| 2022 | 129 | $4.4M | $127,235 | $298,885 |
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 |
|---|---|---|---|---|
| RUBINO & COMPANY, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINO & COMPANY, CHARTERED — 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 | $20,066 | — | $15,837 | — | — |
| 2023 | $16,184 | — | $14,484 | — | — |
| 2022 | $15,701 | — | $13,801 | — | — |