How big is CRUX Wealth Advisors, LLC's plan?

CRUX Wealth Advisors, LLC's plan reported $1.4M in assets and 9 participants for 2025.

Original filing (PDF)20260521121123NAL0002546593001

CRUX Wealth Advisors, LLC

Name: CRUX Wealth Advisors, LLC — CRUX Wealth Advisors, Form 5500 (2025)
Creator: CRUX Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CRUX Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · CRUX Wealth Advisors, LLC's CRUX Wealth Advisors, LLC 401(k) Plan held $1.4M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

David Colley signed CRUX Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

David Colley — 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

CRUX Wealth Advisors, LLC's EIN is 81-2684252.

EIN 81-2684252

Plan number 001

Plan year 2025

ACK ID 20260521121123NAL0002546593001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CRUX Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CRUX Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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