Assets by plan
Share of aggregate retirement assets
Filings through .
Cross & Simon, LLC
EIN 33-1080481law practiceLatest filing 2025
Plans
2
Retirement
2
$9.4M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CROSS & SIMON, LLC 401(K) P/S PLAN
401(k)
Assets$7.1M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CROSS & SIMON, LLC CASH BALANCE PLAN
Cash balance
Assets$2.3M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CROSS & SIMON, LLC 401(K) P/S PLAN | 401(k) | $7.1M | 10 | 2025 |
| #002 | CROSS & SIMON, LLC CASH BALANCE PLAN | Cash balance | $2.3M | 7 | 2025 |
- #001 · 401(k) · 202510
- #002 · Cash balance · 20257
Retirement plans