Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CORNERSTONE WEALTH ADVISORS, INC Service code 99 | Other Fees | $19,163 |
Filed as: CORNERSTONE WEALTH ADVSIORS, INC Service code 99 · EIN 27-4371298 | Other Fees | $0 |
7 funds of $250K or more; 21 lines in all, holding $4.7M of the plan's $4.9M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2055 T Date R6 Capital Group · Separate account | $852K | 18.0% |
| American Funds 2050 T Date R6 Capital Group · Separate account | $522K | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $413K | 8.7% |
| American Funds 2040 T Date R6 Capital Group · Separate account | $348K | 7.4% |
| American Funds 2045 T Date R6 Capital Group · Separate account | $339K | 7.2% |
| American Funds 2035 T Date R6 Capital Group · Separate account | $318K | 6.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Separate account | $287K | 6.1% |
| Fidelity Advisor Total Bond Fund Z Fidelity (FMR) · Separate account | $218K | 4.6% |
| American Funds 2060 T Date R6 Capital Group · Separate account | $189K | 4.0% |
| JPMorgan Large Cap Value Fund Class R6 JPMorgan · Separate account | $183K | 3.9% |
No lineup changes between the 2024 and 2025 filings.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.