Filings through .
Cornerstone Wealth Advisors, Inc.
Matched across 22 name variants in the filings
Cornerstone Wealth Advisors, Inc. summary
Cornerstone Wealth Advisors, Inc. appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $8.6B in assets for 789,189 participants. The median client plan holds $12.9M. Most client plans are sponsored in CA, MD and NC. The largest clients by plan assets are Savannah River Nuclear Solutions, LLC, Paychex Retirement LLC and Littler Mendelson, P.C.. Plans reported $638K in direct and indirect compensation paid to Cornerstone Wealth Advisors, Inc.. The median is $21K per plan.
- Participants
- 789,189
- Median plan assets
- $12.9M
- Median plan participants
- 326
- Median fees per plan
- $21K
- Schedule C direct + indirect
Top 24 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Savannah River Nuclear Solutions, LLC | SC | $3.2B | 13,503 |
| Paychex Retirement LLC | NY | $2.8B | 759,234 |
| Littler Mendelson, P.C. | CA | $1.2B | 3,418 |
| Lumexa Imaging, Inc. | NC | $663M | 5,892 |
| Lathrop GPM LLP | MO | $454M | 923 |
| Mercury Financial LLC | TX | $28.7M | 264 |
| Powertrain Rockford, Inc. | IL | $26.7M | 375 |
| Dynasplint Systems, Inc. | MD | $24.7M | 457 |
| Turn Behavioral Health Services | CA | $22.1M | 1,332 |
| Inomedic Health Applications, Inc. | VA | $15.3M | 213 |
| Headlands Research, Inc. | FL | $13.9M | 476 |
| Utili-Serve, LLC | NC | $13.5M | 405 |
| Cargomatic, Inc. 401(k) Plan | CA | $12.3M | 511 |
| Stier Supply Company | SC | $11.9M | 532 |
| American Carpet South, Inc. | NJ | $10.6M | 199 |
| Howard Energy Co., Inc. | CA | $10.4M | 144 |
| Rancho Santa Fe Association | CA | $9.7M | 166 |
| Intelliguard Holding, Co., Inc. | OH | $7.9M | 136 |
| CDS Logistics Management Inc | MD | $7.5M | 273 |
| Davidson Day School | NC | $6.6M | 181 |
| Joshco Group, LLC | NV | $4.9M | 277 |
| Industrial Commercial Systems, | CA | $4.5M | 152 |
| Tri-Cities Chaplaincy | WA | $4.5M | 126 |
| Cowan Systems, LLC | MD | $0 | 0 |
- SCParticipants 13,503
- NYParticipants 759,234
- CAParticipants 3,418
- Lumexa Imaging, Inc.$663MNCParticipants 5,892
- Lathrop GPM LLP$454MMOParticipants 923
- Mercury Financial LLC$28.7MTXParticipants 264
- ILParticipants 375
- Dynasplint Systems, Inc.$24.7MMDParticipants 457
- CAParticipants 1,332
- VAParticipants 213
- Headlands Research, Inc.$13.9MFLParticipants 476
- Utili-Serve, LLC$13.5MNCParticipants 405
- CAParticipants 511
- Stier Supply Company$11.9MSCParticipants 532
- NJParticipants 199
- Howard Energy Co., Inc.$10.4MCAParticipants 144
- CAParticipants 166
- OHParticipants 136
- MDParticipants 273
- Davidson Day School$6.6MNCParticipants 181
- Joshco Group, LLC$4.9MNVParticipants 277
- CAParticipants 152
- WAParticipants 126
- MDParticipants 0
Top client states
- CA6 plans
- MD3 plans
- NC3 plans
- SC2 plans
- FL1 plan
Frequently asked questions
- Who uses Cornerstone Wealth Advisors, Inc.?
- 24 retirement plans list Cornerstone Wealth Advisors, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Savannah River Nuclear Solutions, LLC, Paychex Retirement LLC, Littler Mendelson, P.C., Lumexa Imaging, Inc. and Lathrop GPM LLP. Most client plans are sponsored in CA, MD and NC.
- How many plans does Cornerstone Wealth Advisors, Inc. serve?
- Cornerstone Wealth Advisors, Inc. serves 24 retirement plans with $8.6B in plan assets and 789,189 participants, based on the latest Form 5500 filings through 2024.
- What does Cornerstone Wealth Advisors, Inc. charge?
- Plans reported $638K in total Schedule C compensation paid to Cornerstone Wealth Advisors, Inc.. The median plan paid $21K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served24+4 YoYRank #808 of mapped providers
Assets under administration$8.6B0.0%Rank #1482 by share of filed assets
Fees received$637,874Median $20,732/planSum across Schedule C direct + indirect
Net wins YoY-13 won - 4 lostPlan-level switch detection
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