Assets by plan
Share of aggregate retirement assets
Filings through .
Cross Bank
EIN 71-0040460bankingLatest filing 2025
Plans
2
Retirement
2
$14.8M assets
Health & Benefits
0
Participants
146
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.8M assets / 146 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 BANK EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.3M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CROSS BANK 401(K) PLAN
401(k)
Assets$3.5M
Participants99
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 BANK EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.3M | 47 | 2025 |
| #002 | CROSS BANK 401(K) PLAN | 401(k) | $3.5M | 99 | 2025 |
- #001 · ESOP · 202547
- #002 · 401(k) · 202599
Retirement plans