How big is Cross Shore Capital Management, LLC's plan?

Cross Shore Capital Management, LLC's plan reported $8.4M in assets and 4 participants for 2025.

Original filing (PDF)20260327053707NAL0005694241001

Cross Shore Capital Management, LLC

Name: Cross Shore Capital Management, LLC — Cross Shore, Form 5500 (2025)
Creator: Cross Shore Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cross Shore Capital Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cross Shore Capital Management, LLC's Cross Shore Capital Management, LLC 401(k) Profit Sharing Plan held $8.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

Cross Shore Capital Management, LLC's EIN is 14-1857082.

EIN 14-1857082

Plan number 001

Plan year 2025

ACK ID 20260327053707NAL0005694241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cross Shore Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cross Shore Capital Management, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROSS SHORE CAPITAL MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CROSS SHORE CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

111 GREAT NECK ROAD · SUITE 210 · GREAT NECK, NY · 11021

Phone

(516) 684-4040

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator