Plan Snapshot
- Plan Sponsor: Crosslink Professional Tax Solutions LLC
- Sponsor EIN: 461792270
- Sponsor Address: 2000 N. ALAFAYA TRAIL, ORLANDO, FL, 32826
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 135
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 135 | $15.4M | $443,126 | $1.2M |
| 2022 | 128 | $11.3M | $382,495 | $1.0M |