# Cross State Financial Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/cross-state-financial-group-llc-823768505-001

> Cross State Financial Group LLC's 401(k) plan: 11 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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