Original filing (PDF)20230720161025NAL0003820721001

CROSS STATE FINANCIAL GROUP LLC

Name: CROSS STATE FINANCIAL GROUP LLC — CROSS STATE FINANCIAL RETIREMENT PLAN, Form 5500 (2022)
Creator: CROSS STATE FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

CROSS STATE FINANCIAL RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$445K

Net assets (EOY)

$445K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CROSS STATE FINANCIAL GROUP LLC

EIN

82-3768505

Address

8421 OSUNA RD NE STE C · ALBUQUERQUE, NM · 871117806

Phone

(800) 821-6974

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-20

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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