Sponsor portfolio
CORNERSTONE CAPITAL WEALTH MAN
EIN 93-4366112financial servicesLatest filing 2025
Plans
1
Retirement
1
$18K assets
Welfare
0
Participants
3
4790 HIGHWAY 1066 - BLOOMFIELD, KY 400087205502-424-7671cornerstonecapitalwm.comLinkedIn1-10 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 CAPITAL WEALTH MAN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $18K | 3 | 2025 |
Retirement plans