Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CROSS FINANCIAL GROUP, LLC 401(k) Plan

What public Form 5500 filings show about the CROSS FINANCIAL GROUP, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$415K
Participants
4
Plans on file
1

The CROSS FINANCIAL GROUP, LLC 401(k) on its latest Form 5500

CROSS FINANCIAL GROUP, LLC (EIN 27-4018712) reports CROSS FINANCIAL GROUP 401K on its most recent Form 5500, with $415K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full CROSS FINANCIAL GROUP, LLC filing — schedules, fees, and providers.

Who runs the CROSS FINANCIAL GROUP, LLC 401(k)?

CROSS FINANCIAL GROUP, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CROSS FINANCIAL GROUP, LLCHR for the recordkeeper’s name and login.

How to check your CROSS FINANCIAL GROUP, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CROSS FINANCIAL GROUP, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CROSS FINANCIAL GROUP, LLC — all Form 5500 filings (EIN 27-4018712) · Louisiana employer EIN lookup · Form 5500 search
CROSS FINANCIAL GROUP, LLC 401(k) Plan — Form 5500