Original filing (PDF)20250723155112NAL0009142818001

CROSS MANUFACTURING, INC.

Name: CROSS MANUFACTURING, INC. — CROSS MANUFACTURING, INC. EMPLOYEES' 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CROSS MANUFACTURING, INC.

Form 5500

FILING_RECEIVED

CROSS MANUFACTURING, INC. EMPLOYEES' 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

100

Accounts w/ balance

123

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROSS MANUFACTURING, INC..

Plan sponsor

Name

CROSS MANUFACTURING, INC.

EIN

48-0668545

Address

11011 KING STREET, SUITE 210 · OVERLAND PARK, KS · 662101230

Phone

(913) 433-7777

Industry

Manufacturingsee 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

2025-07-23

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)

1 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING	43-1270780	—	ADVISOR	$39K	—

Investments

24 direct securities· $11.1M(100% of reported assets)

Other securities

$10.6M

23 holdings

Cash / Money Market

$549K

1 holding

					% of plan
iShares S&P 500 Index K Mutual Fund	Other securities	—	—	$2.7M	24.3%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Other securities	—	—	$1.6M	14.6%
Vanguard Developed Mkts Index Adm Mutual Fund	Other securities	—	—	$1.5M	13.7%
Vanguard Interm-Term Bond Index Adm Mutual Fund	Other securities	—	—	$1.4M	12.9%
Vanguard Mid Cap Index Adm Mutual Fund	Other securities	—	—	$1.2M	10.7%
Vanguard Federal Money Market Inv Money Market	Cash / Money Market	—	—	$549K	4.9%
Vanguard Real Estate Index Adm Mutual Fund	Other securities	—	—	$515K	4.6%
Vanguard Small-Cap Index Adm Mutual Fund	Other securities	—	—	$398K	3.6%
Fidelity Small Cap Value Index Mutual Fund	Other securities	—	—	$388K	3.5%
Vanguard FTSE All-World exUS S/C Idx Adm Mutual Fund	Other securities	—	—	$363K	3.3%
DFA Inflation-Protected Sec Port I Mutual Fund	Other securities	—	—	$176K	1.6%
Fidelity Large Cap Growth Index Mutual Fund	Other securities	—	—	$66K	0.6%
Fidelity Large Cap Value Index Mutual Fund	Other securities	—	—	$60K	0.5%
Fidelity Mid Cap Growth Index Mutual Fund	Other securities	—	—	$34K	0.3%
Fidelity Mid Cap Value Index Mutual Fund	Other securities	—	—	$26K	0.2%
SS iShares S&P 500 Index K Mutual Fund	Other securities	—	—	$9K	<0.1%
SS Vanguard Developed Mkts Index Adm Mutual Fund	Other securities	—	—	$6K	<0.1%
SS DFA Inflation-Protected Sec Port I Mutual Fund 621 SS Vanguard Interm-Term Bond Index Adm Mutual Fund	Other securities	—	—	$5K	<0.1%
SS Vanguard Mid Cap Index Adm Mutual Fund	Other securities	—	—	$5K	<0.1%
SS Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Other securities	—	—	$4K	<0.1%
Fidelity Small Cap Value Index Mutual Fund	Other securities	—	—	$2K	<0.1%
SS Vanguard Real Estate Index Adm Mutual Fund	Other securities	—	—	$2K	<0.1%
SS Vanguard Small-Cap Index Adm Mutual Fund	Other securities	—	—	$2K	<0.1%
SS Vanguard FTSE All-World exUS S/C Idx Mutual Fund	Other securities	—	—	$1K	<0.1%