· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CROSS & SIMON, LLC — CROSS & SIMON, LLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250725073503NAL0005546577001
CROSS & SIMON, LLC
Form 5500-SF
FILING_RECEIVED
CROSS & SIMON, LLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CROSS & SIMON, LLC
.
Find decision makers
Plan sponsor
Name
CROSS & SIMON, LLC
EIN
33-1080481
Address
1105 NORTH MARKET STREET · SUITE 901 · WILMINGTON, DE · 19801
Phone
(302) 777-4200
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
NATIONAL COMMERCE EXCHANGE
NATIONAL COMMERCE EXCHANGE OF LONG ISLAND, INC. 401K PLAN
$1.8M · 7 participants
CASTLE NAVIGATION, INC.
CASTLE NAVIGATION, INC. 401K PROFIT SHARING PLAN TRUST
$1.8M · 6 participants
FALCON ROOFING, INC.
FALCON ROOFING, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 11 participants
CONCRETE DESIGNS INC
CONCRETE DESIGNS RETIREMENT TRUST
$1.8M · 42 participants
CONCRETE RESTORATION INC
CONCRETE RESTORATION, INC. 401(K) PROFIT SHARING PLAN AND T
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.8M · 39 participants
JTB BUSINESS GROUP, INC
JTB BUSINESS GROUP 401(K) PLAN
$1.8M · 2 participants
Large plans in Delaware
EIDP, INC.
DUPONT PENSION TRUST
$10.7B
EIDP, INC.
PENSION AND RETIREMENT PLAN
$10.4B · 2,204 participants
ASTRAZENECA PHARMACEUTICALS LP
ASTRAZENECA SAVINGS AND SECURITY PLAN
$8.6B · 17,843 participants
CORTEVA AGRISCIENCE, LLC
RETIREMENT SAVINGS PLAN
$7.0B · 9,508 participants
EIDP, INC.
CORTEVA AGRISCIENCE DEFINED CONTRIBUTION PLAN MASTER TRUST
$6.8B
DUPONT DE NEMOURS, INC.
DUPONT RETIREMENT SAVINGS PLAN
$3.4B · 8,970 participants
