Plan Snapshot
- Plan Sponsor: Cross Financial Mangement,LLC
- Sponsor EIN: 020699855
- Sponsor Address: 16100 NW CORNELL RD STE 240, BEAVERTON, OR, 97006
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $1.5M | $31,265 | $82,897 |
| 2023 | 5 | $1.3M | $93,245 | $53,050 |
| 2022 | 5 | $1.0M | $114,292 | $41,871 |