Cornerstone Builders of SW Florida 401(k) match, vesting and fees

Plan year 2025 filingCornerstone Builders of SW Florida 401(k) Plan · Plan 004 · EIN 22-3915170Updated Oct 2026

What Cornerstone Builders of SW Florida's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $414K in employer contributions, about $1,468 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$23,242
Average account balance
287
Participants (end of year)
$6.6M
Plan assets (end of year)
0.28%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperHuman Interest Advisor LLCSchedule C ↗
Independent auditorHsc Tuscan & Company, P.A. (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.

Cornerstone Builders of SW Florida: employer contribution per participant$1,468
Peer median$1,962
Cornerstone Builders of SW Florida: average balance$23,242
Peer median$75,225
Cornerstone Builders of SW Florida: admin expenses ÷ assets0.28%
Peer median0.32%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $3.5M at the end of plan year 2021 to $6.6M at the end of plan year 2025.

$3.5M2021$3.3M2022$4.4M2023$5.4M2024$6.6M2025
End-of-year figures from each plan year's Form 5500 filing for the Cornerstone Builders of SW Florida plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025287$6.6M$414K$1,4680.28%Not publishedForm 5500 ↗
2024267$5.4M$404K$1,5230.27%Not publishedForm 5500 ↗
2023221$4.4M$348K$2,1190.58%Not publishedForm 5500 ↗
2022212$3.3M$295K$2,3190.52%Not publishedForm 5500 ↗
2021209$3.5M$283K$2,4580.72%Not publishedForm 5500 ↗

Common questions

Does Cornerstone Builders of SW Florida match 401(k) contributions?

The match terms for the Cornerstone Builders of SW Florida 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $414K in employer contributions, about $1,468 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Cornerstone Builders of SW Florida 401(k) match vested?

The vesting schedule for the Cornerstone Builders of SW Florida 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Cornerstone Builders of SW Florida 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Human Interest Advisor LLC. The plan administrator is Cornerstone Builders of SW Florida Inc..

I left Cornerstone Builders of SW Florida. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Cornerstone Builders of SW Florida Inc., (239) 332-3020) or the recordkeeper, Human Interest Advisor LLC. The Cornerstone Builders of SW Florida old 401(k) page lists the contacts from every plan filing. Find an old Cornerstone Builders of SW Florida 401(k)

Data from the public Form 5500 annual reports Cornerstone Builders of SW Florida filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cornerstone Builders of SW Florida. Not financial advice. Report a correction · Methodology