Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
CROSS & SIMON, LLC
EIN 33-1080481law practiceLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
17
1105 NORTH MARKET STREET, SUITE 901 - WILMINGTON, DE 19801302-777-4200crosslaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 17 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#001
CROSS & SIMON, LLC 401(K) P/S PLAN
401k
Assets$7.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CROSS & SIMON, LLC CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CROSS & SIMON, LLC 401(K) P/S PLAN | 401k | $7.1M | 10 | 2025 | |
| 002 | CROSS & SIMON, LLC CASH BALANCE PLAN | CashBalance | $2.3M | 7 | 2025 |
Retirement plans