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CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP

EIN 26-1420550-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
8
119 BOONE RIDGE DRIVE, SUITE 403 - JOHNSON CITY, TN 37615423-477-4311crossbridgewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.5M - 8 part

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Retirement#001

CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP 401(K) PLAN

401k

Assets$1.5M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP 401(K) PLAN401k$1.5M82024
Retirement plans
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