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Original filing (PDF)20250728091704NAL0002943602001
CROSSCHECK, INC.
Form 5500
FILING_RECEIVED
CROSSCHECK, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
174
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROSSCHECK, INC..
Plan sponsor
Name
CROSSCHECK, INC.
EIN
68-0002483
Address
1440 N MCDOWELL BOULEVARD · PETALUMA, CA · 949546515
Phone
(707) 665-2100
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BFBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOCELYN PENSION CONSULTING, LLC | — | SAN RAFAEL, CA | NONE | $13K | — |
Investments
33 direct securities· $18.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $2.4M | 13.0% | |
| Personal Choice Retirement Account Self-directed brokerage account | — | — | — | $2.3M | 12.4% | |
| Schwab S&P 500 Index Mutual fund | — | — | — | $1.7M | 9.2% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $1.6M | 8.5% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $1.2M | 6.5% | |
| Vanguard Value Index Fund Admiral Mutual fund | — | — | — | $959K | 5.2% | |
| BlackRock Technology Opportunities Fund Mutual fund | — | — | — | $926K | 5.0% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $827K | 4.5% | |
| Vanguard Small-Cap Value Index Fund Admiral Mutual fund | — | — | — | $715K | 3.9% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $589K | 3.2% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $549K | 3.0% | |
| Harbor Capital Appreciation Retirement Mutual fund | — | — | — | $495K | 2.7% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund | — | — | — | $469K | 2.5% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $461K | 2.5% | |
| Vanguard International Growth Admiral Mutual fund | — | — | — | $452K | 2.4% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $358K | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Mutual fund | — | — | — | $349K | 1.9% | |
| Vanguard Mid-Cap Value Index Fund Admiral Mutual fund | — | — | — | $339K | 1.8% | |
| Vanguard Total International Stock Index Fund Admiral Mutual fund | — | — | — | $313K | 1.7% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $243K | 1.3% | |
| JPMorgan Equity Income R6 Mutual fund | — | — | — | $238K | 1.3% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual fund | — | — | — | $219K | 1.2% | |
| Schwab Bank Savings Interest-bearing cash | — | — | — | $204K | 1.1% | |
| Notes receivable from participants Loans (4.25% - 10.50%) | — | — | — | $200K | 1.1% | |
| Vanguard Inflation-Protected Securities Mutual fund | — | — | — | $136K | 0.7% | |
| Metropolitan West Total Return Bond Mutual fund | — | — | — | $117K | 0.6% | |
| Allspring Special Mid-Cap Value Mutual fund | — | — | — | $81K | 0.4% | |
| Invesco Discovery Fund R6 Mutual fund | — | — | — | $29K | 0.2% | |
| Vanguard LifeStrategy Growth Mutual fund | — | — | — | $28K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Mutual fund | — | — | — | $12K | <0.1% | |
| Carillon Eagle Mid Cap Growth Fund Mutual fund | — | — | — | $11K | <0.1% | |
| American Funds American Balanced Fund Mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Wellesley Income Admiral Mutual fund | — | — | — | $2K | <0.1% |
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