Sponsor portfolio
CORNERSTONE WEALTH MANAGEMENT
EIN 81-3799230financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
20
1368 PASEO VERDE PKWY #100 - HENDERSON, NV 89012702-878-4742cornerstoneway.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 | |
|---|---|---|---|---|---|---|
| 002 | CORNERSTONE WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.7M | 20 | 2024 |
Retirement plans