How big is James David Cross' plan?

James David Cross' plan reported $4.4M in assets and 5 participants for 2024.

Original filing (PDF)20251009144144NAL0004004147001

James David Cross

Name: James David Cross — James David Cross, DDS 401(k), Form 5500 (2024)
Creator: James David Cross
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James David Cross, DDS 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · James David Cross' James David Cross, DDS 401(k) Profit Sharing Plan and Trust held $4.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

James David Cross' EIN is 37-1265568.

EIN 37-1265568

Plan number 001

Plan year 2024

ACK ID 20251009144144NAL0004004147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James David Cross from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James David Cross' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES DAVID CROSS.

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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