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CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC

EIN 47-1105678-financial services-Latest filing 2025
Plans
1
Retirement
1
$793K assets
Welfare
0
Participants
5
3910 CAUGHEY ROAD SUITE 220 - ERIE, PA 16506814-315-2000cornerstonewealthadvisoryandinsurance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$793K - 5 part

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Retirement#001

CORNERSTONE WEALTH 401(K) PLAN

401k

Assets$793K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORNERSTONE WEALTH 401(K) PLAN401k$793K52025
Retirement plans
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