Crossbridge Financial Group, LLC at Monroe County lists Crossbridge Financial Group, Llc of Rochester, NY as the associate.
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Crossbridge Financial Group, Llc
DOS Process
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290 LINDEN OAKS STE 320, ROCHESTER, NY 14625
(View Past Addresses)
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Monroe County
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 11 Assets BOY/EOY$3,221,334 / $4,071,687 | 2023 | CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 10 / 11 | $3,221,334 / $4,071,687 |
| 2022 | Plan NameCROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$3,653,031 / $3,221,334 | 2022 | CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 10 / 10 | $3,653,031 / $3,221,334 |
| 2021 | Plan NameCROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$2,935,122 / $3,653,031 | 2021 | CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 9 / 10 | $2,935,122 / $3,653,031 |
| 2020 | Plan NameCROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,268,186 / $2,935,122 | 2020 | CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 9 / 9 | $2,268,186 / $2,935,122 |
| 2019 | Plan NameCROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 9 Assets BOY/EOY$3,705,253 / $2,268,186 | 2019 | CROSSBRIDGE FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 11 / 9 | $3,705,253 / $2,268,186 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 02/10/2021 | Approved$83,000 Forgiven$83,364 LenderGenesee Regional Bank Jobs8 | 02/10/2021 | $83,000 | $83,364 | Genesee Regional Bank | 8 |
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Crossbridge Financial Group, LLC
Registered in Virginia
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Fairfax, VA | View Report |