Original filing (PDF)20250429094145NAL0000681986001

CROSSROADS WEALTH MANAGEMENT GROUP LLC

Name: CROSSROADS WEALTH MANAGEMENT GROUP LLC — CROSSROADS WEALTH MANAGEMENT GROUP LLC GCF BENEFIT PLAN, Form 5500 (2023)
Creator: CROSSROADS WEALTH MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

CROSSROADS WEALTH MANAGEMENT GROUP LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12K

Net assets (EOY)

$4K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

CROSSROADS WEALTH MANAGEMENT GROUP LLC

EIN

85-2713036all filings

Address

4353 TILLY MILL RD · STE 225 · ATLANTA, GA · 30360

Phone

(770) 746-0542

Industry

Constructionsee all

Plan administrator