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Original filing (PDF)20251013152955NAL0003378194002
CROSSCOM NATIONAL, LLC
Form 5500
FILING_RECEIVED
CROSSCOM NATIONAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
147
Accounts w/ balance
481
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
29 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROSSCOM NATIONAL, LLC.
Plan sponsor
Name
CROSSCOM NATIONAL, LLC
EIN
20-1721299
Address
900 DEERFIELD PARKWAY · BUFFALO GROVE, IL · 60089
Phone
(847) 850-6205
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $43K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $630 | — |
Investments
31 direct securities · 29 pooled funds· $12.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.4M
30 holdings
Common Collective Trust
$4.5M
1 holding
Pooled Separate Accounts
$242K
1 holding
Pooled Separate Account
$0
28 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $4.5M | 59.2% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2040 Fund | — | — | — | $1.1M | 14.0% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2045 Fund | — | — | — | $819K | 10.7% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2030 Fund | — | — | — | $794K | 10.4% | |
| JP Morgan JPMorgan Core Bond R6 ** 881 JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $667K | 8.7% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2055 Fund | — | — | — | $464K | 6.1% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2050 Fund | — | — | — | $396K | 5.2% | |
| Vanguard Total Stock Mkt Index Adm | — | — | — | $389K | 5.1% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2025 Fund | — | — | — | $356K | 4.7% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2035 Fund | — | — | — | $302K | 4.0% | |
| Transamerica Life Ins Co Transamerica Stbl Val Adv Op | — | — | — | $294K | 3.8% | |
| Janus Henderson Janus Henderson Balanced | — | — | — | $268K | 3.5% | |
| First Eagle First Eagle Overseas R6 | — | — | — | $246K | 3.2% | |
| American Funds American Funds American Mutual R6 | Pooled Separate Accounts | — | — | $242K | 3.2% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2060 Fund | — | — | — | $233K | 3.0% | |
| Vanguard Small Cap Index Adm | — | — | — | $159K | 2.1% | |
| Vanguard 500 Index Admiral | — | — | — | $154K | 2.0% | |
| Fidelity Advisor Focus | — | — | — | $114K | 1.5% | |
| Dimensional Fund Advisort DFA U.S. Targeted Value I | — | — | — | $84K | 1.1% | |
| Transamerica Life Insurance Company Transamerica Lifegoal Retirement Fund | — | — | — | $83K | 1.1% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | — | — | — | $83K | 1.1% | |
| MFS Investment Management PIMCO Income Instl | — | — | — | $82K | 1.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $77K | 1.0% | |
| Cohen & Steers Cohhen & Steers Real Estate Securities Z | — | — | — | $73K | 1.0% | |
| Fidelity Small Cap Growth K6 | — | — | — | $69K | 0.9% | |
| Participant loans Interest rate of 4.25% to 9.50% -0- | — | — | — | $34K | 0.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $34K | 0.4% | |
| MFS Mid Cap Value R6 | — | — | — | $32K | 0.4% | |
| Pioneer Investments Pioneer Bond K | — | — | — | $23K | 0.3% | |
| Interest Bearing Cash * Transamerica Life Insurance Company Diversified Cash Reserve Fund | — | — | — | $19K | 0.2% | |
| Transamerica Life Insurance Company Transamerica Lifegoal 2065 | — | — | — | $9K | 0.1% | |
| Vanguard LifeStrategy Growth Inv | — | — | — | $6K | <0.1% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIRST EAGLE OVERSEAS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 291 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 585 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NUVEEN REAL ESTATE SEC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADV EMERGING MKT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 288 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY INC RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LFSTRTGY MD GR RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD LIFESTRATEGY GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. TRGTED VAL PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 380 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA MID-CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 546 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VIRTUS CEREDEX MD-CP VL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 091 | Pooled Separate Account | — | — | $0 | <0.1% |
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