Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CORNERSTONE BENEFITS, INC.
EIN 27-2218037retailLatest filing 2025
Plans
2
Retirement
2
$41.4M assets
Welfare
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 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#002
CORNERSTONE BENEFITS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$29.7M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CORNERSTONE BENEFITS, INC. RETIREMENT & SAVINGS PLAN
401k
Assets$11.6M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| 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 | 401k | $11.6M | 42 | 2025 |
Retirement plans