How big is Crossroads Wealth Management Group LLC's plan?

Crossroads Wealth Management Group LLC's plan reported $12K in assets and 6 participants for 2023.

Original filing (PDF)20250429094145NAL0000681986001

Crossroads Wealth Management Group LLC

Name: Crossroads Wealth Management Group LLC — Form 5500 Plan 501 (2023)
Creator: Crossroads Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crossroads Wealth Management Group LLC GCF Benefit Plan

Health & welfare plan · Crossroads Wealth Management Group LLC's Crossroads Wealth Management Group LLC GCF Benefit Plan held $12K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

People on this filing

Morgan Law signed Crossroads Wealth Management Group LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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

Crossroads Wealth Management Group LLC's EIN is 85-2713036.

EIN 85-2713036

Plan number 501

Plan year 2023

ACK ID 20250429094145NAL0000681986001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Crossroads Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Crossroads Wealth Management Group LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score