Cross Retirement Plan
Sponsored by Cross Financial Corporation · EIN 010507032 · Plan #002
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 1,147
- With balances
- 1,114
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $94,357 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $62,138 |
| Fiducient Advisors Llc | Consulting (general) | $50,164 |