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Sponsor portfolio

CROSS ISLAND ADVISORS, LLC

EIN 82-3431129-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
450 MANSFIELD AVENUE - DARIEN, CT 06820203-252-7654
Plans on this EIN
2 filings
#001TraditionalDB-$1.6M - 2 part#002401k-$593K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • ADVISORS LLC PENSION (#001)73%
  • ADVISORS LLC 401(K) (#002)27%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVISORS LLC PENSION (#001)2
  • ADVISORS LLC 401(K) (#002)2
Total 4Click row to drill in

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 ISLAND ADVISORS LLC PENSION PLAN

TraditionalDB

Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CROSS ISLAND ADVISORS LLC 401(K) PLAN

401k

Assets$593K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CROSS ISLAND ADVISORS LLC PENSION PLANTraditionalDB$1.6M22025
002CROSS ISLAND ADVISORS LLC 401(K) PLAN401k$593K22025
Retirement plans
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