Plan Snapshot
- Plan Sponsor: Cross State Financial Group LLC
- Sponsor EIN: 823768505
- Sponsor Address: 6721 ACADEMY ROAD NE, ALBUQUERQUE, NM, 871093367
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $1.2M | $0 | $0 |
| 2022 | 3 | $444,563 | $72,379 | $45,588 |