Cornerstone Advisors Asset Mgmt — 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 Advisors Asset Mgmt is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $234,684 and reported indirect compensation totals $247,416.

Reported compensation summary

Reported direct compensation
$234,684
Reported indirect compensation
$247,416
Total reported compensation
$482,100
Filings
10
Plan sponsors
10
Plans
10
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

Plan sponsors reporting the most compensation to Cornerstone Advisors Asset Mgmt
SponsorStatePlansReported compensation
Greater Delaware Valley Society Of Transplant SurgeonsPA1$90,313
Wohlsen Construction CompanyPA1$79,330
Good Shepherd Rehabilitation NetworkPA1$76,989
Juniata CollegePA1$59,111
L/B Water Service, Inc.PA1$58,715
Susquehanna UniversityPA1$40,895
Moravian UniversityPA1$34,365
William A. Fraser, Inc. D/B/A Fraser BusinessPA1$32,382
Chesapeake Bay Foundation, Inc.MD1$10,000
D.G. Yuengling & Son, Inc.PA1$0

State footprint

Plans reporting Cornerstone Advisors Asset Mgmt are sponsored in PA (9), MD (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Greater Delaware Valley Society Of Transplant SurgeonsGift Of Life Donor Program 403(B) Plan2023$90,313not reported in the loaded dataset
Wohlsen Construction CompanyWohlsen Construction Company 401(K) Plan2023$0$79,330
Good Shepherd Rehabilitation NetworkGood Shepherd Retirement Plan2023$0$76,989
Juniata CollegeJuniata College Retirement Plan2023$59,111not reported in the loaded dataset
L/B Water Service, Inc.L/B Water Service, Inc. 401(K) Plan2023$0$58,715
Susquehanna UniversitySusquehanna University Retirement Plan2023$40,895not reported in the loaded dataset
Moravian UniversityMoravian University Retirement Plan2023$34,365not reported in the loaded dataset
William A. Fraser, Inc. D/B/A Fraser BusinessFraser Business Equipment Salary Deferral Plan2023$0$32,382
Chesapeake Bay Foundation, Inc.Chesapeake Bay Foundation, Inc. 403(B) Plan2023$10,000not reported in the loaded dataset
D.G. Yuengling & Son, Inc.D.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension Plan2023$0$0

Related Form 5500 pages