Crossaver Plus 401(K) Retirement Plan — Form 5500 plan (A.T. Cross Company LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Crossaver Plus 401(K) Retirement Plan is a benefit plan reported by A.T. Cross Company LLC under EIN 82-3330951 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $21,813,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.T. Cross Company LLC
- EIN
- 82-3330951
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $21,813,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241210162153NAL0021014098001 |
| 2023 | 123 | H, C | 20260508211620NAL0003165763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,906,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,906,600
- Net assets (BOY)
- $13,071,794
Income & contributions
- Participant contributions
- $131,876
- Total contributions
- $153,876
- Total income / additions
- $1,753,158
Expenses & distributions
- Benefits paid
- $2,913,160
- Administrative expenses
- $5,192
- Total expenses
- $2,918,352
- Net increase / (decrease)
- -$1,165,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lockton Financial Advisors, LLC | NONE | $38,603 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $5,192 | $0 | 2023 |
| Massmutual Life Insurance Co. | NONE | $2,366 | $0 | 2023 |
| Reliance Trust Company | NONE | $0 | $325 | 2023 |
| Mesirow Financial Investment Manage | NONE | $0 | $26 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.T. Cross Company LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Lockton Financial Advisors, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Massmutual Life Insurance Co. — Schedule C compensation
- Reliance Trust Company — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation