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Sponsor portfolio

CORNERSTONE CREDIT UNION

EIN 36-2217287-financial services-Latest filing 2024
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
60
550 W MEADOWS DR - FREEPORT, IL 61032815-235-6971cornerstonecu.orgLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$4.1M - 44 part#001TraditionalDB-$1.9M - 16 part

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 60 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN AND TRUST (#002)68%
  • PLAN AND TRUST (#001)32%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)44
  • PLAN AND TRUST (#001)16
Total 60Click 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 CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$4.1M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CORNERSTONE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$1.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CORNERSTONE CREDIT UNION 401(K) PLAN AND TRUST401k$4.1M442024
001CORNERSTONE CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$1.9M162024
Retirement plans
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