How big is Crossroads Financial Group LLC's plan?

Crossroads Financial Group LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250618104410NAL0001227507001

Crossroads Financial Group LLC

Name: Crossroads Financial Group LLC — Crossroads, Form 5500 (2024)
Creator: Crossroads Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crossroads Financial Group LLC 401(k) Plan

Defined-contribution retirement plan · Crossroads Financial Group LLC's Crossroads Financial Group LLC 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

William Brady signed Crossroads Financial Group LLC's 2024 Form 5500 as plan administrator.

William Brady — 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

Crossroads Financial Group LLC's EIN is 76-0841026.

EIN 76-0841026

Plan number 001

Plan year 2024

ACK ID 20250618104410NAL0001227507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crossroads Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROSSROADS FINANCIAL GROUP LLC.

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Plan health score

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off