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

Cross Financial Group, LLC's plan reported $603K in assets and 6 participants for 2025.

Original filing (PDF)20260401120129NAL0001165745001

Cross Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Cross Financial Group 401(k)

401(k) retirement plan · Cross Financial Group, LLC's Cross Financial Group 401(k) held $603K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

People on this filing

W. Dustin Cross signed Cross Financial Group, LLC's 2025 Form 5500 as plan administrator.

W. Dustin Cross — 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

Cross Financial Group, LLC's EIN is 27-4018712.

EIN 27-4018712

Plan number 001

Plan year 2025

ACK ID 20260401120129NAL0001165745001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cross Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 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