How big is Crosby Private Wealth Advisors' plan?

Crosby Private Wealth Advisors' plan reported $43K in assets and 8 participants for 2025.

Original filing (PDF)20260424083929NAL0005784209001

Crosby Private Wealth Advisors

Name: Crosby Private Wealth Advisors — Crosby Private, Form 5500 (2025)
Creator: Crosby Private Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crosby Private Wealth Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Crosby Private Wealth Advisors' Crosby Private Wealth Advisors 401(k) Profit Sharing Plan & Trust held $43K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan identifiers

Crosby Private Wealth Advisors' EIN is 86-1846009.

EIN 86-1846009

Plan number 001

Plan year 2025

ACK ID 20260424083929NAL0005784209001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Crosby Private Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Crosby Private Wealth Advisors' 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 CROSBY PRIVATE WEALTH ADVISORS.

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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