CrossPlans is a boutique Third Party Administration firm organized around the belief that if we keep our promises, deliver on expectations and provide the highest quality work, business owners and plan sponsors will find it easy and enjoyable to work with us. At CrossPlans our goal is to deliver sophisticated solutions for Qualified Retirement Plans that Plan Sponsors and Centers of Influence will understand, value and deliver on their retirement plan and wealth accumulation goals.
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CrossPlans Questions
The CrossPlans annual revenue was $7 million in 2026.
Jordan Cross is the President of CrossPlans.
16 people are employed at CrossPlans.
CrossPlans is based in Laguna Hills, California.
The SIC codes for CrossPlans are [6411, 64, 641].
Top CrossPlans Employees
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Jordan Cross
President at CrossPlans
California, United States14 -
Lindsey Phillips
Director of Operations at CrossPlans
United States22 -
Kenneth Jackson
Director of Administration at CrossPlans
Nashville, TN, US1 -
Matt Farley
Senior Retirement Plan Consultant at CrossPlans
Denver, CO, US1 -
Chad Curtis
Senior Retirement Plan Consultant at CrossPlans
Ladera Ranch, CA, US21 -
Anival Soriano
Retirement Plan Consultant at CrossPlans
Garden Grove, CA, US21 -
Minhoh Han
Data Specialist at CrossPlans
Los Angeles, CA, US21 -
Lea Perkins
Senior Retirement Plan Consultant at CrossPlans
Virginia, United States1 -
Marie Monroy
Retirement Plan Associate at CrossPlans
Ontario, CA, US2 -
Martin Linthicum
Retirement Plan Associate at CrossPlans
Rossford, OH, US22
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