Cornerstone Wealth Group LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cornerstone Wealth Group LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $56,974 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $56,974
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $56,974
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Davidson Day School | NC | 1 | $19,421 |
| Stier Supply Company | SC | 1 | $19,361 |
| Utili-Serve, LLC | NC | 1 | $18,192 |
State footprint
Plans reporting Cornerstone Wealth Group LLC are sponsored in NC (2), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Davidson Day School | Davidson Day School Retirement Plan | 2023 | $19,421 | not reported in the loaded dataset |
| Stier Supply Company | Stier Supply Company 401(K) Profit Sharing Plan & Trust | 2023 | $19,361 | not reported in the loaded dataset |
| Utili-Serve, LLC | Utili-Serve, LLC 401(K) Plan | 2023 | $18,192 | not reported in the loaded dataset |
Related Form 5500 pages
- Davidson Day School Retirement Plan (plan 001)
- Davidson Day School — all reported plans
- Stier Supply Company 401(K) Profit Sharing Plan & Trust (plan 001)
- Stier Supply Company — all reported plans
- Utili-Serve, LLC 401(K) Plan (plan 001)
- Utili-Serve, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources