Assets by plan
Share of aggregate retirement assets
94%top
Sponsor portfolioTH
CORNERSTONE FAMILY OFFICE LLC
EIN 34-1965417individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
22
5900 LANDERBROOK DR. #200 - MAYFIELD HEIGHTS, OH 44124440-460-0650cornerstonefamilyoffice.comLinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 22 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 FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CORNERSTONE FAMILY OFFICE, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$341K
Participants11
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 FAMILY OFFICE LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.0M | 11 | 2025 | |
| 002 | CORNERSTONE FAMILY OFFICE, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $341K | 11 | 2025 |
Retirement plans