Original filing (PDF)20250418220723NAL0000047361099

LACROSS CAPITAL MANAGEMENT DBA MORGAN TERRITORY BREWING

Name: LACROSS CAPITAL MANAGEMENT DBA MORGAN TERRITORY BREWING — MORGAN TERRITORY BREWING 401(K) PLAN, Form 5500 (2024)
Creator: LACROSS CAPITAL MANAGEMENT DBA MORGAN TERRITORY BREWING

Form 5500-SF

FILING_RECEIVED

MORGAN TERRITORY BREWING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LACROSS CAPITAL MANAGEMENT DBA MORGAN TERRITORY BREWING.

Plan sponsor

Name

LACROSS CAPITAL MANAGEMENT DBA MORGAN TERRITORY BREWING

EIN

46-4857401

Address

51 LESLYN LANE · LAFAYETTE, CA · 94549

Phone

(925) 998-3217

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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