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CROSS FINANCIAL MANGEMENT,LLC

EIN 02-0699855-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
6
16100 NW CORNELL RD STE 240 - BEAVERTON, OR 97006503-430-0563LinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.5M - 6 part

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Retirement#001

CROSS FINANCIAL MANAGEMENT 401(K) PLAN QRP

401k

Assets$1.5M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROSS FINANCIAL MANAGEMENT 401(K) PLAN QRP401k$1.5M62024
Retirement plans
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