Cornerstone Investment Services LLC
Plan context: Cornerstone Investment Services LLC 401(K) Plan
EIN 26-2656046 • Scottsboro, AL • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,435,212
2025 Contributions
$232,061
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,435,212 | $232,061 | $46,412iApproximate average salary by contribution assumption: employee only about $1,160,305 at 4% or $773,537 at 6%; with 50% employer match about $773,537 at 4% or $515,691 at 6%; with 100% employer match about $580,153 at 4% or $386,768 at 6%. |
| Cornerstone Investment Services LLC 401(K) Plan | - | 5 | $1,435,212 | $232,061 | $46,412iApproximate average salary by contribution assumption: employee only about $1,160,305 at 4% or $773,537 at 6%; with 50% employer match about $773,537 at 4% or $515,691 at 6%; with 100% employer match about $580,153 at 4% or $386,768 at 6%. |
| 2024 | 1 | 4 | $843,851 | $696,221 | $174,055iApproximate average salary by contribution assumption: employee only about $4,351,381 at 4% or $2,900,921 at 6%; with 50% employer match about $2,900,921 at 4% or $1,933,947 at 6%; with 100% employer match about $2,175,691 at 4% or $1,450,460 at 6%. |
| Cornerstone Investment Services LLC 401(K) Plan | - | 4 | $843,851 | $696,221 | $174,055iApproximate average salary by contribution assumption: employee only about $4,351,381 at 4% or $2,900,921 at 6%; with 50% employer match about $2,900,921 at 4% or $1,933,947 at 6%; with 100% employer match about $2,175,691 at 4% or $1,450,460 at 6%. |