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Sponsor portfolio

CORNERSTONE WEALTH, LLC

EIN 84-3634133-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
10
517 N MAIN ST - GREENEVILLE, TN 37745423-588-7151
Plans on this EIN
2 filings
#001401k-$692K - 5 part#002CashBalance-$587K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • WEALTH, LLC 401(K) (#001)54%
  • CASH BALANCE PENSION (#002)46%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WEALTH, LLC 401(K) (#001)5
  • CASH BALANCE PENSION (#002)5
Total 10Click 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 WEALTH, LLC 401(K) PLAN

401k

Assets$692K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CORNERSTONE WEALTH, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$587K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CORNERSTONE WEALTH, LLC 401(K) PLAN401k$692K52025
002CORNERSTONE WEALTH, LLC CASH BALANCE PENSION PLANCashBalance$587K52025
Retirement plans
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