CrossPlans
Financial Services
Laguna Hills, California, United States
16 employees
- Employees
- 16
- Contacts
- 2
- Emails
- 2
CrossPlans Overview
- Headquarters
- Laguna Hills, California, United States
- Phone Number
- Available in AeroLeads
- Website
- crossplans.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2007
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About CrossPlans
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.
CrossPlans Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
CrossPlans Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jordan Cross, Qka | President at Crossplans | Orange County, California, United States |
Email
|
| Janie Rojas | Retirement Plan Services - Loans |
View
|
|
| Lindsey Phillips, Apa, Aks | Director of Operations at Crossplans | United States |
View
|
| Kenneth Jackson, Cpc | Senior Retirement Plan Consultant | Nashville Metropolitan Area, United States |
Email
|
Employees by Management Level
Individual contributor
5 profiles
Associate / junior
2 profiles
Executive
1 profile
Director
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 5 | 5 | 0 |
| Executive | 1 | 1 | 0 |
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