Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CROSSTREE CAPITAL PARTNERS, INC.
EIN 20-0712019Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
82
4830 W. KENNEDY BLVD, SUITE 600 - TAMPA, FL 33609813-774-4750
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 82 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CROSSTREE CAPITAL PARTNERS, INC. CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CROSSTREE CAPITAL PARTNERS, INC. 401(K) PLAN
401k
Assets$2.7M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CROSSTREE CAPITAL PARTNERS, INC. CASH BALANCE PLAN | CashBalance | $3.5M | 18 | 2025 | |
| 001 | CROSSTREE CAPITAL PARTNERS, INC. 401(K) PLAN | 401k | $2.7M | 64 | 2025 |
Retirement plans