Assets by plan
Share of aggregate retirement assets
Filings through .
Cornerstone Benefits, Inc.
EIN 27-2218037retailLatest filing 2025
Plans
2
Retirement
2
$41.4M assets
Health & Benefits
0
Participants
80
74 W. BROAD ST., LIBERTY PLAZA SUITE 340 - BETHLEHEM, PA 18018610-694-0901cornerstonegifts.netLinkedIn1-10 employeesretail
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $41.4M assets / 80 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$29.7M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CORNERSTONE BENEFITS, INC. RETIREMENT & SAVINGS PLAN
401(k)
Assets$11.6M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $29.7M | 38 | 2025 |
| #001 | CORNERSTONE BENEFITS, INC. RETIREMENT & SAVINGS PLAN | 401(k) | $11.6M | 42 | 2025 |
- #002 · ESOP · 202538
- #001 · 401(k) · 202542
Retirement plans