How big is Crossbridge Financial Group, LLC's plan?

Crossbridge Financial Group, LLC's plan reported $5.0M in assets and 9 participants for 2024.

Original filing (PDF)20250505073611NAL0005694355001

Crossbridge Financial Group, LLC

Name: Crossbridge Financial Group, LLC — Crossbridge, Form 5500 (2024)
Creator: Crossbridge Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crossbridge Financial Group, LLC 401(k) Plan

401(k) retirement plan · Crossbridge Financial Group, LLC's Crossbridge Financial Group, LLC 401(k) Plan held $5.0M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

John Adamczuk signed Crossbridge Financial Group, LLC's 2024 Form 5500 as plan administrator.

John Adamczuk — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Crossbridge Financial Group, LLC's EIN is 16-1539815.

EIN 16-1539815

Plan number 001

Plan year 2024

ACK ID 20250505073611NAL0005694355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crossbridge Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crossbridge Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CROSSBRIDGE FINANCIAL GROUP, 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