· 2022–2024 · DOL EFAST2

Crossroads Tax Advisors LLC — TPC Qualified Plans, Form 5500 (2025)

Original filing (PDF)20260717135351NAL0004639651001

Crossroads Tax Advisors LLC

Form 5500-SF

FILING_RECEIVED

TPC Qualified Plans LLC Retirement Savings Plan

401(k) retirement plan · Crossroads Tax Advisors LLC's TPC Qualified Plans LLC Retirement Savings Plan held $1.1M in plan assets for 10 participants in 2025.

Active participants

10

Accounts w/ balance

9

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

49

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROSSROADS TAX ADVISORS LLC.

Plan sponsor

Name

CROSSROADS TAX ADVISORS LLC

EIN

27-0792762all filings

Address

3209 WEST SMITH VALLEY ROAD STE 132 · GREENWOOD, IN · 46142

Phone

(317) 884-3136

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

TPC QUALIFED PLANS LLC

EIN

26-2312094

City

CHARLOTTE, NC

Phone

(888) 505-4484

Plan characteristics

Plan number

020

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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