How big is Crosby & Overton's plan?

Crosby & Overton's plan reported $3.0M in assets and 28 participants for 2024.

Original filing (PDF)20250905134744NAL0029120816001

Crosby & Overton

Name: Crosby & Overton — Crosby & Overton 401(k) Plan, Form 5500 (2024)
Creator: Crosby & Overton
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crosby & Overton 401(k) Plan

401(k) retirement plan · Crosby & Overton's Crosby & Overton 401(k) Plan held $3.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Linda Alonso signed Crosby & Overton's 2024 Form 5500 as plan administrator.

Linda Alonso — 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

Crosby & Overton's EIN is 95-2048228.

EIN 95-2048228

Plan number 006

Plan year 2024

ACK ID 20250905134744NAL0029120816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Crosby & Overton from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Crosby & Overton's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROSBY & OVERTON.

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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