Plan Ledger DOL Form 5500 · updated monthly

Cornerstone Group Holdings, Inc401(k)

CORNERSTONE GROUP HOLDINGS 401(K) PLAN · MANHATTAN, KS · plan year 2024

Reported admin expense ratio · 2024
5.15%

Cornerstone Group Holdings, Inc reported $26,978 in plan administrative expenses for 2024: 5.15% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 6.27% to 5.15%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kansas (809th of 828), and 11,406th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$556,154
Participants with balances215
Active participants365
Employer contributions—
Employee contributions$186,402
Employer contribution per active participant—
Average account balance$2,587
Benefits paid to participants$149,432
Plan auditUnmodified (clean) audit opinion
AuditorTEMPLETON & CO
Plan history3
Yearassets · accounts · employer contribution
2024$556K · 215 accts
2023$492K · 222 accts
2022$397K · 313 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,478
Audit (IQPA)$3,500
Total administrative$26,978
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$13,055
TRAMSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$10,423
TEMPLETON & COMPANY LLP · Accounting / audit$3,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, TRAMSAMERICA FINANCIAL LIFE INS
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, TRAMSAMERICA FINANCIAL LIFE INS

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Administrative cost history3
2024$26,978 · 5.15%
2023$33,017 · 7.43%
2022$22,963 · 6.27%
Similar plansProfessional & Technical Services · Kansas
Jorns & Associates LLC KS$1.6M · 1.50%
Menufy.com, LLC. KS$1.5M · 0.18%
U S Stone Industries LLC KS$1.1M · 0.42%
Bel Air Care Center OH$571K · 2.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821949204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.