How big is Crossroads Financial Services, LLC's plan?

Crossroads Financial Services, LLC's plan reported $640K in assets and 4 participants for 2025.

Original filing (PDF)20260514181423NAL0010690000002

Crossroads Financial Services, LLC

Name: Crossroads Financial Services, LLC — Crossroads, Form 5500 (2025)
Creator: Crossroads Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crossroads Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Crossroads Financial Services, LLC's Crossroads Financial Services, LLC 401(k) Profit Sharing Plan held $640K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$640K

Net assets (EOY)

$640K

Plan identifiers

Crossroads Financial Services, LLC's EIN is 83-2283638.

EIN 83-2283638

Plan number 001

Plan year 2025

ACK ID 20260514181423NAL0010690000002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Crossroads Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Crossroads Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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