How big is Cross Wealth Management, Inc.'s plan?

Cross Wealth Management, Inc.'s plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250919083115NAL0000994595001

Cross Wealth Management, Inc.

Name: Cross Wealth Management, Inc. — TDC 401(k) Retiremen, Form 5500 (2024)
Creator: Cross Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TDC 401(k) Retirement Plan

401(k) retirement plan · Cross Wealth Management, Inc.'s TDC 401(k) Retirement Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Terry Cross signed Cross Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Terry 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 Wealth Management, Inc.'s EIN is 39-1908896.

EIN 39-1908896

Plan number 001

Plan year 2024

ACK ID 20250919083115NAL0000994595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cross Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cross Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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