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Sponsor portfolioTH

CORNERSTONE FINANCIAL CREDIT UNION

EIN 62-0575774-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$26.4M assets
Welfare
1
Participants
187
PO BOX 120729 - NASHVILLE, TN 372120729615-385-6839
Plans on this EIN
3 filings
#001CashBalance-$15.9M - 86 part#002401k-$10.5M - 101 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $26.4M assets / 187 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PLAN AND TRUST (#001)60%
  • PLAN AND TRUST (#002)40%
Total $26.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)101
  • PLAN AND TRUST (#001)86
Total 187Click 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#001

CORNERSTONE FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

CashBalance

Assets$15.9M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CORNERSTONE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$10.5M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RESOUND CREDIT UNION

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CORNERSTONE FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUSTCashBalance$15.9M862025
002CORNERSTONE FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST401k$10.5M1012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RESOUND CREDIT UNIONSelf Funded-$002025
Retirement plans
Welfare plans
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