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CORNERSTONE CAPITAL WEALTH MANAGEMENT, INC.

EIN 20-8450737-financial services-Latest filing 2025
Plans
1
Retirement
1
$502K assets
Welfare
0
Participants
8
5635 HARRIS HILL ROAD, SUITE 1 - WILLIAMSVILLE, NY 14221716-406-2250ccwealthmanagement.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$502K - 8 part

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Retirement#001

PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN

401k

Assets$502K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREFERRED PENSION ALLIANCE MULTIPLE EMPLOYER PLAN401k$502K82025
Retirement plans
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