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  2. Cross Financial Group, LLC

Filings through Oct 24, 2026.

Cross Financial Group, LLC

EIN 27-4018712-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$603K assets
Health & Benefits
0
Participants
6
305 CHURCH ST. - NATCHITOCHES, LA 71457318-238-7700
Plans on this EIN
1 filing
#001401(k)-$603K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CROSS FINANCIAL GROUP 401K

401(k)

Assets$603K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CROSS FINANCIAL GROUP 401K401(k)$603K62025
  • CROSS FINANCIAL GROUP 401K$603K
    #001 · 401(k) · 20256
Retirement plans
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