Crossplans
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · California, United States · 11-50 Employees
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Overview
Headquarters
23041 Avenida de la Carlota Ste 300, Lag...Phone Number
(714) 975-9352Website
www.crossplans.comRevenue
<$5 MillionIndustry
About Crossplans
CrossPlans specializes in retirement plan administration, ERISA consulting, and actuarial services, focusing on designing and managing sophisticated Qualified Retirement Plans. They aim to assist business owners and plan sponsors in achieving wealth accumulation and tax deductions while ensuring compliance and effective communication. With a consultative and relationship-driven approach, CrossPlans adapts its strategies to meet evolving business needs. As a family-owned firm, they prioritize high-quality service and lasting partnerships with clients.Explore more
Crossplans Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$21.6M
11-50
Private
<$5M
2006
Crossplans Tech Stack
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Frequently Asked Questions Regarding Crossplans
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CrossPlans specializes in retirement plan administration, ERISA consulting, and actuarial services, focusing on designing and managing sophisticated Qualified Retirement Plans. They aim to assist business owners and plan sponsors in achieving wealth accumulation and tax deductions while ensuring compliance and effective communication. With a consul... Read More
