Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Cornerstone Advisors Asset MGMT
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Cornerstone Advisors Asset MGMT is named as a service provider on the Schedule C of 30 retirement plans with 100 or more participants for plan year 2024, covering 29,035 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.5M. Per plan, the median was $121 per participant, with the middle half of plans between $40.10 and $218. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (23), Maryland (2) and New York (2).
In 2009 it appeared on 8 such filings; in 2024, 30. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $40.10 | $121 | $218 |
| Compensation as a share of plan net assets | 0.04% | 0.16% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Merakey 403(b) Plan | Merakey USA | PA | 6,564 | $155M | $37K |
| Retirement Plan of Creighton University | Creighton University | NE | 4,746 | $684M | $125K |
| Good Shepherd Retirement Plan | Good Shepherd Rehabilitation Network | PA | 3,398 | $179M | $83K |
| Xavier University Defined Contribution Retirement Plan | Xavier University | OH | 2,953 | $411M | $75K |
| Susquehanna University Retirement Plan | Susquehanna University | PA | 1,105 | $159M | $61K |
| Moravian University Retirement Plan | Moravian University | PA | 1,096 | $134M | $28K |
| Allegheny College Defined Contribution Retirement Plan | Allegheny College | PA | 1,063 | $152M | $36K |
| Saint Francis University Retirement Plan | Saint Francis University | PA | 990 | $128M | $37K |
| Juniata College Retirement Plan | Juniata College | PA | 828 | $138M | $70K |
| Harrisburg University of Science & Technology 403(b) Plan | Harrisburg University of Science & Technology | PA | 578 | $35.6M | $27K |
| Concern Professional Services 401(k) Plan | Concern-Professional Services for Children, Youth and Families | PA | 568 | $12.2M | $27K |
| Gift of Life Donor Program 403(b) Plan | Greater Delaware Valley Society of Transplant Surgeons | PA | 528 | $71.4M | $108K |
| Dempsey Uniform and Linen Supply, Inc. 401(k) Profit Sharing Plan | Dempsey Uniform and Linen Supply, Inc. | PA | 455 | $28.4M | $55K |
| Preston Management, Inc. 401(k) Profit Sharing Plan | Preston Management, Inc. | PA | 442 | $22.2M | $61K |
| Chesapeake Bay Foundation, Inc. 403(b) Plan | Chesapeake Bay Foundation, Inc. | MD | 431 | $38.8M | $10K |
| Wohlsen Construction Company 401(k) Plan | Wohlsen Construction Company | PA | 431 | $41.0M | $86K |
| Project Home 401(k) Plan | Project Home | PA | 380 | $13.0M | $56K |
| L/b Water Service, Inc. 401(k) Plan | L/b Water Service, Inc. | PA | 265 | $22.4M | $67K |
| Kessler Topaz Meltzer & Check, LLP 401(k) Profit Sharing Plan | Kessler, Topaz, Meltzer & Check, LLP | PA | 254 | $58.4M | $57K |
| Flexicon Corporation 401(k) Plan | Flexicon Corporation | PA | 250 | $20.7M | $58K |
| Palram 401(k) Plan | Palram Americas, Inc. | PA | 243 | $8.8M | $20K |
| Lancaster County Motors, Inc. Savings Plan | Lancaster County Motors, Inc. | PA | 209 | $13.1M | $54K |
| Fraser Business Equipment Salary Deferral Plan | William a. Fraser, Inc. d/b/a Fraser Business | PA | 199 | $14.6M | $34K |
| The Warrell Corporation 401(k) Plan | The Warrell Corporation | PA | 181 | $5.2M | $22K |
| Community Service Society of New York 403(b) Plan | Community Service Society of New York 403(b) Plan | NY | 168 | $15.3M | $40K |
| Allen Organ Company Savings and Profit Sharing Plan | Allen Organ Company LLC | PA | 164 | $19.0M | $36K |
| Kubik Maltbie, Inc. 401(k) Plan | Kubik Maltbie, Inc. | NJ | 151 | $15.6M | $35K |
| Service Electric Cablevision, Inc. Savings Plan | Service Electric Cablevision, Inc. | PA | 146 | $26.6M | $43K |
| Scenic Hudson, Inc. 403(b) Plan | Scenic Hudson, Inc. | NY | 145 | $15.8M | $25K |
| Forrester Construction Company 401(k) Plan | Forrester Construction Company | MD | 104 | $20.1M | $12K |
Questions and answers
How many plans does Cornerstone Advisors Asset MGMT serve?
30 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Cornerstone Advisors Asset MGMT?
The median plan reported $121 per participant in direct and indirect compensation (30 plans reporting an amount), or 0.16% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (16 plans), Investment advisory (participants) (8 plans), Investment management (5 plans) and Consulting (pension) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.