Mark Marot signed Crossroads Continuum, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Crossroads Continuum, Inc.'s EIN is 06-1660628.
Download the official 2023 Form 5500 (PDF) for Crossroads Continuum, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Crossroads Continuum, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | CHICAGO, IL | CONTRACT ADMIN | $4K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $900 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS RETIREMENT CONSULTING GROUP |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.1M | 98.5% | |
| [Assets held in participant loans] | Other | — | — | $35K | 0.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2K | <0.1% |
| — |
| STRATHAM, NH |
| OTHER |
| $75 |
| — |
