How big is CR Financial Services LLC's plan?

CR Financial Services LLC's plan reported $272K in assets and 3 participants for 2025.

Original filing (PDF)20260429220054NAL0006110307033

CR Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

Crossroads Financial Services 401(k) Plan

401(k) retirement plan · CR Financial Services LLC's Crossroads Financial Services 401(k) Plan held $272K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

Plan identifiers

CR Financial Services LLC's EIN is 85-2353616.

EIN 85-2353616

Plan number 001

Plan year 2025

ACK ID 20260429220054NAL0006110307033

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CR Financial Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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