CROSS FINANCIAL MANAGEMENT 401(K) PLAN QRP

[ EIN: 02-0699855 | Plan No. 001 ]

Form 5500 records indicate that CROSS FINANCIAL MANAGEMENT 401(K) PLAN QRP is a 401(k) plan sponsored by CROSS FINANCIAL MANGEMENT,LLC. The plan is classified as a Large Plan with 6 participants and assets totaling $1,544,231 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: CROSS FINANCIAL MANGEMENT,LLC

Location: 16100 NW CORNELL RD STE 240, BEAVERTON, OR 97006

EIN: 020699855

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $1,544,231

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