OpenERISA

Cornerstone Fund Services, LLC

Lehi, UT, 84043

EIN 47-4227456
Plans
2
Total participants
370
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Cornerstone Fund Services, LLC 401(K) Plan0
2024Form 5500-SF001Cornerstone Fund Services, LLC 401(K) Plan69
2023Form 5500-SF001Cornerstone Fund Services, LLC 401(K) Plan78
2022Form 5500-SF001Cornerstone Fund Services, LLC 401(K) Plan70
2022Form 5500-SF002Cornerstone Fund Services, LLC Cash Balance Plan0
2021Form 5500-SF001Cornerstone Fund Services, LLC 401(K) Plan55
2021Form 5500-SF002Cornerstone Fund Services, LLC Cash Balance Plan29
2020Form 5500-SF001Cornerstone Fund Services, LLC 401(K) Plan35
2020Form 5500-SF002Cornerstone Fund Services, LLC Cash Balance Plan34

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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