Crosscountry Mortgage 401(k) plan

Crosscountry Mortgage, LLC, Cleveland, OH. EIN 57-1175755. Annual reports 2009–2024. Also filed as Crosscountry Mortgage, Inc.

Crosscountry Mortgage, LLC has one active retirement plan on file, the Crosscountry Mortgage 401(k) Retirement Savings Plan, with 9,060 participants and $340 million in assets in 2024. Principal has been its recordkeeper since 2018. No traditional pension plan appears in Crosscountry Mortgage's filings since 2009.

Active plans
1
Participants
9,060
Plan assets
$340 million
401(k) recordkeeper
Principal
Plans on file
1
Industry
Finance and insurance

The plan

Crosscountry Mortgage 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 57-1175755
Participants (2024)
9,060
Net assets (2024)
$340 million
Recordkeeper
PrincipalEarlier: Cpi Qualified Plan Consultants (2013–2017)
Plan administrator
Crosscountry Mortgage, LLC
2160 Superior Ave E
Cleveland, OH 44114
(440) 845-3700As filed for 2024
In effect since
January 1, 2005

Earlier plan names: Crosscountry Mortgage, Inc. Employees Savings Trust; Crosscountry Mortgage Savings Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,060$340 millionPrincipal
20237,949$278 millionPrincipal
20228,293$218 millionPrincipal
20217,854$173 millionPrincipal
20205,676$105 millionPrincipal
20193,407$46.1 millionPrincipal
20182,648$25.0 millionPrincipal
20171,442$16.0 millionCpi Qualified Plan Consultants
20161,025$8.5 millionCpi Qualified Plan Consultants
2015686$4.6 millionCpi Qualified Plan Consultants
2014523$3.5 millionCpi Qualified Plan Consultants
2013433$2.6 millionCpi Qualified Plan Consultants
2012299$1.6 millionnot listed
201149$729,843not listed
201033$613,113not listed
200919$470,919not listed

If you had money in one of these plans

  1. Call Principal (principal.com), which runs the Crosscountry Mortgage 401(k) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((440) 845-3700). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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