Cornerstone Advisors Of Arizona, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Cornerstone Advisors Of Arizona Llc · EIN 752990539 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 208
- With balances
- 251
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bankers Trust Company | Recordkeeping, Trustee (institutional) | $146,809 |