Civic Intelligence

Cornerstone Fund Services LLC

Plan context: Cornerstone Fund Services LLC 401(K) Plan

EIN 47-4227456 • Lehi, UT • 18 filings • 2 plans

3300 North Ashton Blvd., Ste 240Lehi, UT 84043
Current Snapshot

Latest Year

2025

2025 Participants

118

2025 Assets

$3,570,072

2025 Contributions

$540,909

Historical Graphs

Total Assets Over Time

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

$4,151,579$2,075,790$0201520202024YearValue
$3,570,072Latest year 2024

Participants Over Time

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

119600201520202024YearValue
118Latest year 2024

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
202510$0$0-
Cornerstone Fund Services LLC 401(K) Plan-0$0$0-
20241118$3,570,072$540,909$4,584iApproximate average salary by contribution assumption: employee only about $114,599 at 4% or $76,400 at 6%; with 50% employer match about $76,400 at 4% or $50,933 at 6%; with 100% employer match about $57,300 at 4% or $38,200 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-118$3,570,072$540,909$4,584iApproximate average salary by contribution assumption: employee only about $114,599 at 4% or $76,400 at 6%; with 50% employer match about $76,400 at 4% or $50,933 at 6%; with 100% employer match about $57,300 at 4% or $38,200 at 6%.
20231119$3,614,344$878,931$7,386iApproximate average salary by contribution assumption: employee only about $184,649 at 4% or $123,100 at 6%; with 50% employer match about $123,100 at 4% or $82,066 at 6%; with 100% employer match about $92,325 at 4% or $61,550 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-119$3,614,344$878,931$7,386iApproximate average salary by contribution assumption: employee only about $184,649 at 4% or $123,100 at 6%; with 50% employer match about $123,100 at 4% or $82,066 at 6%; with 100% employer match about $92,325 at 4% or $61,550 at 6%.
20222109$2,314,798$842,730$7,731iApproximate average salary by contribution assumption: employee only about $193,287 at 4% or $128,858 at 6%; with 50% employer match about $128,858 at 4% or $85,905 at 6%; with 100% employer match about $96,643 at 4% or $64,429 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-109$2,314,798$780,730$7,163iApproximate average salary by contribution assumption: employee only about $179,067 at 4% or $119,378 at 6%; with 50% employer match about $119,378 at 4% or $79,585 at 6%; with 100% employer match about $89,533 at 4% or $59,689 at 6%.
CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN-0$0$62,000-
2021284$4,151,579$601,886$7,165iApproximate average salary by contribution assumption: employee only about $179,133 at 4% or $119,422 at 6%; with 50% employer match about $119,422 at 4% or $79,615 at 6%; with 100% employer match about $89,566 at 4% or $59,711 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-84$2,167,936$507,886$6,046iApproximate average salary by contribution assumption: employee only about $151,157 at 4% or $100,771 at 6%; with 50% employer match about $100,771 at 4% or $67,181 at 6%; with 100% employer match about $75,578 at 4% or $50,386 at 6%.
CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN-35$1,983,643$94,000$2,686iApproximate average salary by contribution assumption: employee only about $67,143 at 4% or $44,762 at 6%; with 50% employer match about $44,762 at 4% or $29,841 at 6%; with 100% employer match about $33,571 at 4% or $22,381 at 6%.
2020249$3,135,316$646,250$13,189iApproximate average salary by contribution assumption: employee only about $329,719 at 4% or $219,813 at 6%; with 50% employer match about $219,813 at 4% or $146,542 at 6%; with 100% employer match about $164,860 at 4% or $109,906 at 6%.
CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN-36$1,592,832$252,644$7,018iApproximate average salary by contribution assumption: employee only about $175,447 at 4% or $116,965 at 6%; with 50% employer match about $116,965 at 4% or $77,977 at 6%; with 100% employer match about $87,724 at 4% or $58,482 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-49$1,542,484$393,606$8,033iApproximate average salary by contribution assumption: employee only about $200,819 at 4% or $133,880 at 6%; with 50% employer match about $133,880 at 4% or $89,253 at 6%; with 100% employer match about $100,410 at 4% or $66,940 at 6%.
2019236$2,010,763$731,135$20,309iApproximate average salary by contribution assumption: employee only about $507,733 at 4% or $338,488 at 6%; with 50% employer match about $338,488 at 4% or $225,659 at 6%; with 100% employer match about $253,866 at 4% or $169,244 at 6%.
CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN-14$1,097,170$400,505$28,608iApproximate average salary by contribution assumption: employee only about $715,188 at 4% or $476,792 at 6%; with 50% employer match about $476,792 at 4% or $317,861 at 6%; with 100% employer match about $357,594 at 4% or $238,396 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-36$913,593$330,630$9,184iApproximate average salary by contribution assumption: employee only about $229,604 at 4% or $153,069 at 6%; with 50% employer match about $153,069 at 4% or $102,046 at 6%; with 100% employer match about $114,802 at 4% or $76,535 at 6%.
2018228$1,145,660$466,022$16,644iApproximate average salary by contribution assumption: employee only about $416,091 at 4% or $277,394 at 6%; with 50% employer match about $277,394 at 4% or $184,929 at 6%; with 100% employer match about $208,046 at 4% or $138,697 at 6%.
CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN-24$595,220$174,000$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-28$550,440$292,022$10,429iApproximate average salary by contribution assumption: employee only about $260,734 at 4% or $173,823 at 6%; with 50% employer match about $173,823 at 4% or $115,882 at 6%; with 100% employer match about $130,367 at 4% or $86,911 at 6%.
2017218$783,171$398,100$22,117iApproximate average salary by contribution assumption: employee only about $552,917 at 4% or $368,611 at 6%; with 50% employer match about $368,611 at 4% or $245,741 at 6%; with 100% employer match about $276,458 at 4% or $184,306 at 6%.
CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN-14$458,386$275,500$19,679iApproximate average salary by contribution assumption: employee only about $491,964 at 4% or $327,976 at 6%; with 50% employer match about $327,976 at 4% or $218,651 at 6%; with 100% employer match about $245,982 at 4% or $163,988 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-18$324,785$122,600$6,811iApproximate average salary by contribution assumption: employee only about $170,278 at 4% or $113,519 at 6%; with 50% employer match about $113,519 at 4% or $75,679 at 6%; with 100% employer match about $85,139 at 4% or $56,759 at 6%.
2016214$329,669$261,508$18,679iApproximate average salary by contribution assumption: employee only about $466,979 at 4% or $311,319 at 6%; with 50% employer match about $311,319 at 4% or $207,546 at 6%; with 100% employer match about $233,489 at 4% or $155,660 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-14$169,669$101,508$7,251iApproximate average salary by contribution assumption: employee only about $181,264 at 4% or $120,843 at 6%; with 50% employer match about $120,843 at 4% or $80,562 at 6%; with 100% employer match about $90,632 at 4% or $60,421 at 6%.
CORNERSTONE FUND SERVICES, LLC CASH BALANCE PLAN-11$160,000$160,000$14,545iApproximate average salary by contribution assumption: employee only about $363,636 at 4% or $242,424 at 6%; with 50% employer match about $242,424 at 4% or $161,616 at 6%; with 100% employer match about $181,818 at 4% or $121,212 at 6%.
201517$60,663$61,942$8,849iApproximate average salary by contribution assumption: employee only about $221,221 at 4% or $147,481 at 6%; with 50% employer match about $147,481 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,740 at 6%.
Cornerstone Fund Services LLC 401(K) Plan-7$60,663$61,942$8,849iApproximate average salary by contribution assumption: employee only about $221,221 at 4% or $147,481 at 6%; with 50% employer match about $147,481 at 4% or $98,321 at 6%; with 100% employer match about $110,611 at 4% or $73,740 at 6%.