Crossplans Employee Directory

Crossplans corporate office is located in 23041 Avenida de la Carlota Ste 300, Laguna Hills, California, 92653, United States and has 11-50 employees.

Likely to Engage tag.Highly Engaged Employees

Employees by Department

Departments

Number of employees

Human Resources

6

Operations

3

Finance

3

C-Suite

1

Key Employees of Crossplans

  • MD
    United States flag for contact location.
    Marisa David

    President

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  • PhonePhoneEmailEmail
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Crossplans Global Presence

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North America11-50

Index of contact profiles from Crossplans

Hundreds of professionals searching for Crossplans have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Crossplans

Explore people who held key positions, contributed to Crossplans's success, and advanced their careers.

  1. Product Analyst at Keck Medicine of USC

    Worked as Retirement Plan Associate

    at Crossplans (2019-2021)

    email Ana Facundo Email direct Ana Facundo Direct
  2. Retirement Plan Admini... at Retirement Plan Partne...

    Worked as Retirement Plan Associate

    at Crossplans (2021-2024)

    email Daniel Behnke Email direct Daniel Behnke Direct
  3. Senior Account Manager at Nova 401 (k) Associate...

    Worked as Senior Retirement Plan Consultant

    at Crossplans (2022-2025)

    email Jackson Baber Email direct Jackson Baber Direct

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People from Similar Companies in the Business Services Industry Located in California, United States

Frequently Asked Questions Regarding Crossplans Employees

How many employees does Crossplans have?
Crossplans has 11-50 employees
Who are Crossplans key employees?
Some of Crossplans key employees are Marisa David
Where is Crossplans located?
Crossplans’s headquarters are located at 23041 Avenida de la Carlota Ste 300, Laguna Hills, California, 92653, United States
How do I contact Crossplans?
Crossplans Contact Info: Phone number: (714) 975-9352 Website: www.crossplans.com
What does Crossplans do?

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... tative 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.Read More

Is Crossplans a public company?
Crossplans is private company therefore does not currently have an official ticker symbol
See more information about Crossplans Employees

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