Original filing (PDF)20250619140426NAL0004672592001

CROSSPLANE CAPITAL MANAGEMENT, LP

Name: CROSSPLANE CAPITAL MANAGEMENT, LP — CROSSPLANE CAPITAL RETIREMENT PLAN, Form 5500 (2024)
Creator: CROSSPLANE CAPITAL MANAGEMENT, LP

Form 5500-SF

FILING_RECEIVED

CROSSPLANE CAPITAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CROSSPLANE CAPITAL MANAGEMENT, LP.

Plan sponsor

Name

CROSSPLANE CAPITAL MANAGEMENT, LP

EIN

83-2047283

Address

750 N. ST. PAUL STE 1000 · DALLAS, TX · 75201

Phone

(817) 995-8462

Industry

Finance & Insurancesee 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

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CANBY FINANCIAL ADVISORS, LLC

CANBY FINANCIAL ADVISORS, LLC 401(K) PLAN

$4.5M · 12 participants

AROSA CAPITAL MANAGEMENT, LP

AROSA CAPITAL MANAGEMENT LP 401(K) PLAN

$4.5M · 13 participants

WALSH & ASSOCIATES, LLC

WALSH & ASSOCIATES 401(K) PROFIT SHARING PLAN

$4.5M · 12 participants

MGA, P.C.

MGA, P.C. 401(K) PLAN

$4.5M · 3 participants

PFEIL, INC.

PFEIL, INC. RESTATED RETIREMENT PLAN

$4.5M