Plan Snapshot
- Plan Sponsor: Tf Cornerstone INC.
- Sponsor EIN: 132766269
- Sponsor Address: 387 PARK AVENUE SOUTH, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $72.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 424 | $72.5M | $1.1M | $3.5M |
| 2023 | 379 | $60.8M | $982,929 | $3.1M |
| 2022 | 325 | $51.5M | $853,736 | $2.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $115,930 | — | $115,930 |
| DOUGLAS LANE & ASSOCIATES LLC | NONE | $9,239 | — | $9,239 |
| CORNICK, GARBER & SANDLER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,169
- Estimated Expense Ratio: 0.173% 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 | $116,220 | $97,112 | — | — | — |
| 2023 | $128,340 | $112,419 | — | — | — |
| 2022 | $112,475 | $7,955 | — | — | — |