Crossover Health Management Services, Inc. 401(k) Plan: Login, Facts & Contact Information

Crossover Health Management Services, Inc. 401(k) Plan Facts

Plan name
CROSSOVER HEALTH 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CROSSOVER HEALTH MANAGEMENT SERVICES, INC.
Participants
1,612 (1,231 active employees)
Former employees with a balance
535
Plan assets
$76,617,912 at Dec 31, 2024
Average account balance
$47,826 across 1,602 accounts
Employer contributions
$3,423,489 in plan year 2024 (24% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.1 million went into the plan in contributions, $3.42 million of it from the employer (24%).
  • $7.24 million was paid out to participants.
  • Investment and other income added $10.3 million.
  • Administrative expenses were $6,558, about $4 per account.

How the Crossover Health Management Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019718$16.6 million$882,082$1.64 million
2020804$26.0 million$1.34 million$2.38 million
2021869$38.1 million$1.81 million$2.41 million
20221,346$40.5 million$2.41 million$1.75 million
20231,576$59.5 million$3.02 million$3.74 million
20241,612$76.6 million$3.42 million$7.24 million

Crossover Health Management Services, Inc. 401(k) Contact Information

Phone
949-230-4335
Mailing address
101 W AVENIDA VISTA HERMOSA SUITE 120, SAN CLEMENTE CA 92672
Plan sponsor
CROSSOVER HEALTH MANAGEMENT SERVICES, INC.
Employer identification number (EIN)
27-2210135
Plan number
001

Questions about the Crossover Health Management Services, Inc. 401(k)

Does Crossover Health Management Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.42 million, 24% of all contributions.

Does the Crossover Health Management Services, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Crossover Health Management Services, Inc 401(k) plan?

1,612 participants at the start of plan year 2024, 1,231 of them active employees, and 535 former employees who still had money in the plan.

What is the average 401(k) balance at Crossover Health Management Services, Inc?

About $47,826 per account: $76.6 million in plan assets across 1,602 accounts with a balance at the end of plan year 2024.

Who manages the Crossover Health Management Services, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Crossover Health Management Services, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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