Cornerstone Medical Holdings 401(k) match, vesting and fees
What Cornerstone Medical Holdings' 401(k) plan says about matching contributions
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.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Derderian, Kann, Seyferth & Salucci (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Cornerstone Medical Holdings: employer contribution per participant | $4,840 | |
| Peer median | $1,440 |
| Cornerstone Medical Holdings: average balance | $124,655 | |
| Peer median | $38,351 |
| Cornerstone Medical Holdings: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.47% |
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 $33M at the end of plan year 2021 to $51.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 415 | $51.4M | $2M | $4,840 | 0.07% | Not published | Form 5500 ↗ |
| 2024 | 407 | $42.5M | $1.9M | $4,643 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 389 | $36.9M | $1.7M | $4,376 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 384 | $30.7M | $1.7M | $4,431 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 377 | $33M | $1.6M | $4,354 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Cornerstone Medical Holdings match 401(k) contributions?
The match terms for the Cornerstone Medical Group 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $4,840 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cornerstone Medical Holdings 401(k) match vested?
The vesting schedule for the Cornerstone Medical Group 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cornerstone Medical Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Cornerstone Medical Holdings Plc.
I left Cornerstone Medical Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cornerstone Medical Holdings Plc, (586) 421-8701) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Cornerstone Medical Holdings old 401(k) page lists the contacts from every plan filing. Find an old Cornerstone Medical Holdings 401(k)
Data from the public Form 5500 annual reports Cornerstone Medical Holdings 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 Medical Holdings. Not financial advice. Report a correction · Methodology