Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE WEALTH GROUP Service code 99 · EIN 82-2502694 | Other Fees | $20,000 |
11 funds of $250K or more; 17 lines in all, holding $10.2M of the plan's $10.6M. From the 2025 filing. Recordkeeper: Voya.
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.8M | 86.9% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $770K | 7.6% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $261K | 2.6% |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $54K | 0.5% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund | $43K | 0.4% |
| Columbia High Yield Bond Fund I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $41K | 0.4% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $36K | 0.4% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $32K | 0.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $21K | 0.2% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $17K | 0.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Ret Income | $302K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.