Sponsor portfolio
CORNERSTONE FINANCIAL PLANNING
EIN 43-2032605financial servicesLatest filing 2024
Plans
1
Retirement
1
$589K assets
Welfare
0
Participants
11
38 UNION WHARF - PORTLAND, ME 04101207-772-8133cornerstoneplanning.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORNERSTONE FINANCIAL PLANNING 401(K) PLAN | 401k | $589K | 11 | 2024 |
Retirement plans