What public Form 5500 filings show about the Cross Financial Group, LLC 401(k) plan — and how to find and check your own account.
Cross Financial Group, LLC (EIN 27-4018712) reports CROSS FINANCIAL GROUP 401K on its most recent Form 5500, with $603K in plan assets across 6 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.
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.
