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

Crossgate Wealth Advisors, LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250930124555NAL0012259761001

Crossgate Wealth Advisors, LLC

Name: Crossgate Wealth Advisors, LLC — Crossgate Wealth, Form 5500 (2024)
Creator: Crossgate Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crossgate Wealth Advisors 401(k) Plan

401(k) retirement plan · Crossgate Wealth Advisors, LLC's Crossgate Wealth Advisors 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Barbara REA signed Crossgate Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Barbara REA — 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

Crossgate Wealth Advisors, LLC's EIN is 81-3590276.

EIN 81-3590276

Plan number 001

Plan year 2024

ACK ID 20250930124555NAL0012259761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crossgate Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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