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  2. CORNERSTONE ADMINISYSTEM, INC.
Sponsor portfolio

CORNERSTONE ADMINISYSTEM, INC.

EIN 23-2770384-financial services-Latest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
169
P.O. BOX 726 - NEW CUMBERLAND, PA 17070717-214-7224cornerstoneadminisystems.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002ESOP-$7.2M - 86 part#001401k-$3.4M - 83 part

Retirement portfolio analytics

2 plans aggregated / $10.6M assets / 169 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#002)68%
  • PLAN AND TRUST (#001)32%
Total $10.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)86
  • PLAN AND TRUST (#001)83
Total 169Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CORNERSTONE ADMINISYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.2M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CORNERSTONE ADMINISYSTEMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.4M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CORNERSTONE ADMINISYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.2M862024
001CORNERSTONE ADMINISYSTEMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$3.4M832024
Retirement plans
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