Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Cornerstone Advisors Asset Manageme
Cornerstone Advisors Asset Manageme
- Service provider, as named on Schedule C
- EIN 753204798
- Plan year 2024
- Direct compensation reported $479,069
Assets of those plans
$319,569,651
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$479,069
86% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 7 |
| 27 | Investment advisory (plan) | 6 |
| 99 | Other fees | 4 |
| 50 | Direct payment from the plan | 2 |
| 70 | Consulting fees | 2 |
| 15 | Recordkeeping and information management | 1 |
| 17 | Consulting (pension) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kessler Topaz Meltzer & Check, LLP 401(k) Profit Sharing Plan | Kessler Topaz Meltzer & Check | $58,394,469 | 252 | $57,297 |
| Wohlsen Construction Company 401(k) Plan | Wohlsen Construction | $41,045,318 | 419 | $16,749 |
| Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing Plan | Dempsey Uniform and Linen Supply | $28,431,981 | 417 | $54,541 |
| Service Electric Cablevision, Inc. Savings Plan | Service Electric Cablevision | $26,573,421 | 146 | $43,470 |
| L/B Water Service, Inc. 401(k) Plan | L/B Water Service | $22,412,985 | 261 | $0 |
| Preston Management, Inc. 401(k) Profit Sharing Plan | Preston Management | $22,224,958 | 247 | $60,529 |
| Flexicon Corporation 401(k) Plan | Flexicon | $20,738,385 | 200 | $58,229 |
| Forrester Construction Company 401(k) Planrecordkeeper | Forrester Construction | $20,145,773 | 103 | $11,704 |
| Allen Organ Company Savings and Profit Sharing Plan | Allen Organ | $18,967,912 | 155 | $36,426 |
| Kubik Maltbie, Inc. 401(k) Plan | Kubik Maltbie | $15,563,689 | 151 | $35,186 |
| Fraser Business Equipment Salary Deferral Plan | William A. Fraser Inc. D/B/A Fraser Business | $14,619,081 | 127 | $0 |
| Project Home 401(k) Plan | Project Home | $13,117,302 | 360 | $55,890 |
| Concern Professional Services 401(k) Plan | Concern-professional Services for Children Youth and Families | $12,170,451 | 461 | $27,048 |
| The Warrell Corporation 401(k) Plan | Warrell | $5,163,926 | 135 | $22,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.