Civic Intelligence

Cornerstone Advisors LLC

Plan context: Cornerstone Advisors LLC 401(K) Plan

EIN 46-1707828 • Wausau, WI • 8 filings • 1 plans

2100 Stewart Ave Suite 205Wausau, WI 54401
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,586,788

2025 Contributions

$77,177

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,586,788$793,394$0201820222025YearValue
$1,586,788Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470201820222025YearValue
3Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202513$1,586,788$77,177$25,726iApproximate average salary by contribution assumption: employee only about $643,142 at 4% or $428,761 at 6%; with 50% employer match about $428,761 at 4% or $285,841 at 6%; with 100% employer match about $321,571 at 4% or $214,381 at 6%.
Cornerstone Advisors LLC 401(K) Plan-3$1,586,788$77,177$25,726iApproximate average salary by contribution assumption: employee only about $643,142 at 4% or $428,761 at 6%; with 50% employer match about $428,761 at 4% or $285,841 at 6%; with 100% employer match about $321,571 at 4% or $214,381 at 6%.
202413$1,307,897$75,653$25,218iApproximate average salary by contribution assumption: employee only about $630,442 at 4% or $420,294 at 6%; with 50% employer match about $420,294 at 4% or $280,196 at 6%; with 100% employer match about $315,221 at 4% or $210,147 at 6%.
Cornerstone Advisors LLC 401(K) Plan-3$1,307,897$75,653$25,218iApproximate average salary by contribution assumption: employee only about $630,442 at 4% or $420,294 at 6%; with 50% employer match about $420,294 at 4% or $280,196 at 6%; with 100% employer match about $315,221 at 4% or $210,147 at 6%.
202316$1,203,941$103,688$17,281iApproximate average salary by contribution assumption: employee only about $432,033 at 4% or $288,022 at 6%; with 50% employer match about $288,022 at 4% or $192,015 at 6%; with 100% employer match about $216,017 at 4% or $144,011 at 6%.
Cornerstone Advisors LLC 401(K) Plan-6$1,203,941$103,688$17,281iApproximate average salary by contribution assumption: employee only about $432,033 at 4% or $288,022 at 6%; with 50% employer match about $288,022 at 4% or $192,015 at 6%; with 100% employer match about $216,017 at 4% or $144,011 at 6%.
2022112$998,710$134,670$11,223iApproximate average salary by contribution assumption: employee only about $280,563 at 4% or $187,042 at 6%; with 50% employer match about $187,042 at 4% or $124,694 at 6%; with 100% employer match about $140,281 at 4% or $93,521 at 6%.
Cornerstone Advisors LLC 401(K) Plan-12$998,710$134,670$11,223iApproximate average salary by contribution assumption: employee only about $280,563 at 4% or $187,042 at 6%; with 50% employer match about $187,042 at 4% or $124,694 at 6%; with 100% employer match about $140,281 at 4% or $93,521 at 6%.
2021113$1,387,734$158,090$12,161iApproximate average salary by contribution assumption: employee only about $304,019 at 4% or $202,679 at 6%; with 50% employer match about $202,679 at 4% or $135,120 at 6%; with 100% employer match about $152,010 at 4% or $101,340 at 6%.
Cornerstone Advisors LLC 401(K) Plan-13$1,387,734$158,090$12,161iApproximate average salary by contribution assumption: employee only about $304,019 at 4% or $202,679 at 6%; with 50% employer match about $202,679 at 4% or $135,120 at 6%; with 100% employer match about $152,010 at 4% or $101,340 at 6%.
2020114$1,067,426$171,812$12,272iApproximate average salary by contribution assumption: employee only about $306,807 at 4% or $204,538 at 6%; with 50% employer match about $204,538 at 4% or $136,359 at 6%; with 100% employer match about $153,404 at 4% or $102,269 at 6%.
Cornerstone Advisors LLC 401(K) Plan-14$1,067,426$171,812$12,272iApproximate average salary by contribution assumption: employee only about $306,807 at 4% or $204,538 at 6%; with 50% employer match about $204,538 at 4% or $136,359 at 6%; with 100% employer match about $153,404 at 4% or $102,269 at 6%.
2019114$743,189$167,623$11,973iApproximate average salary by contribution assumption: employee only about $299,327 at 4% or $199,551 at 6%; with 50% employer match about $199,551 at 4% or $133,034 at 6%; with 100% employer match about $149,663 at 4% or $99,776 at 6%.
Cornerstone Advisors LLC 401(K) Plan-14$743,189$167,623$11,973iApproximate average salary by contribution assumption: employee only about $299,327 at 4% or $199,551 at 6%; with 50% employer match about $199,551 at 4% or $133,034 at 6%; with 100% employer match about $149,663 at 4% or $99,776 at 6%.
2018113$470,568$163,851$12,604iApproximate average salary by contribution assumption: employee only about $315,098 at 4% or $210,065 at 6%; with 50% employer match about $210,065 at 4% or $140,044 at 6%; with 100% employer match about $157,549 at 4% or $105,033 at 6%.
Cornerstone Advisors LLC 401(K) Plan-13$470,568$163,851$12,604iApproximate average salary by contribution assumption: employee only about $315,098 at 4% or $210,065 at 6%; with 50% employer match about $210,065 at 4% or $140,044 at 6%; with 100% employer match about $157,549 at 4% or $105,033 at 6%.