How big is Crossbridge Wealth Management & Benefits Group's plan?

Crossbridge Wealth Management & Benefits Group's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250408102209NAL0017942801001

Crossbridge Wealth Management & Benefits Group

Name: Crossbridge Wealth Management & Benefits Group — Form 5500 Plan 001 (2024)
Creator: Crossbridge Wealth Management & Benefits Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crossbridge Wealth Management & Benefits Group 401(k) Plan

401(k) retirement plan · Crossbridge Wealth Management & Benefits Group's Crossbridge Wealth Management & Benefits Group 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

David R. McCain signed Crossbridge Wealth Management & Benefits Group's 2024 Form 5500 as plan administrator.

David R. McCain — 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 Wealth Management & Benefits Group's EIN is 26-1420550.

EIN 26-1420550

Plan number 001

Plan year 2024

ACK ID 20250408102209NAL0017942801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crossbridge Wealth Management & Benefits Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crossbridge Wealth Management & Benefits Group'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 WEALTH MANAGEMENT & BENEFITS GROUP.

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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