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CrossPlans Logo
CrossPlans CB Rank
1868903
Heat Score
50
CrossPlans designs retirement plans and offers wealth accumulations, tax deductions, employee benefits, IRS reporting & advising services.
Founded
obfuscation
Private Laguna Hills, California, United States11-50 www.crossplans.com
Consulting
Employee Benefits
Financial Services
Retirement
Overview

CrossPlans
Heat Score
50

Growth Score
pts
in past quarter
Heat Score 50
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CrossPlans

CB Rank
1868903
CrossPlans designs retirement plans and offers wealth accumulations, tax deductions, employee benefits, IRS reporting & advising services.
Founded
obfuscation
Private Laguna Hills, California, United States11-50 www.crossplans.com
Consulting
Employee Benefits
Financial Services
Retirement

Details

Operating Status Active
Company Type For Profit
Phone Number +1-714-210-4164
Contact Email info@crossplans.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Qualified Retirement Plans Design and Administration
Design and administration of qualified retirement plans to help businesses establish and manage employee retirement savings programs.
Safe Harbor 401(k) Plan Conversion and Management
Conversion of SIMPLE plans to Safe Harbor 401(k) plans to increase contribution limits and provide tax benefits for employers and employees.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 26
News

News and Press

News•Mar 9, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$415.3KThis year, CrossPlans is projected to spend $415.3K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Employee Stock Ownership Plan (ESOP) Logo
Employee Stock Ownership Plan (ESOP)
98
ALM Media Logo
ALM Media
96
Account Aggregation Logo
Account Aggregation
92

Active Website Tech Count

2CrossPlans is actively using 2 technologies for its website, according to BuiltWith. These include DNSSEC and  reCAPTCHA.
Sub-Organizations
Frequently Asked Questions

Where is CrossPlans's headquarters? CrossPlans is located in Laguna Hills, California, United States.Who are CrossPlans's competitors? Alternatives and possible competitors to CrossPlans may include Mercer, Conduent, and  Paychex.
Who We Are
What We Do
Helpful Links
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