Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC
EIN 20-1855475investment managementLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
P.O. BOX 8049 - RANCHO SANTA FE, CA 92067858-779-5800cornerstoneamc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC 401(K) PROFIT SHARING PLAN
401k
Assets$606K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.6M | 4 | 2025 | |
| 002 | CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC 401(K) PROFIT SHARING PLAN | 401k | $606K | 4 | 2025 |
Retirement plans