Sponsor portfolio
CRUX WEALTH ADVISORS, LLC
EIN 81-2684252financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
12
111 WEST OCEAN BLVD., 4TH FLOOR - LONG BEACH, CA 90802562-735-3875cruxwealthadvisors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CRUX WEALTH ADVISORS, LLC 401(K) PLAN | 401k | $1.4M | 12 | 2025 |
Retirement plans