# Tax Defense Network, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tax-defense-network-llc-a-delaware-corporation-401k-plan

> Tax Defense Network, LLC's 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tax Defense Network, LLC

- **Sponsor EIN:** 141906885

- **Sponsor Address:** 9000 SOUTHSIDE BLVD, STE 11000, JACKSONVILLE, FL, 322566768

- **Plan Type:** 401(k)

- **Total Participants:** 194

- **Total Assets:** $7.4M

## 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.|

| 2024|194|$7.4M|$474,680|$787,965|

| 2023|203|$6.0M|$414,241|$719,429|

| 2022|232|$4.7M|$474,214|$805,872|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$57,882|—|$55,232|—|—|

| 2023|$42,113|—|$39,513|—|—|

| 2022|$46,768|—|—|—|—|

## Similar Plans

- [Accountingdepartment.Com, LLC](https://planprovider.pro/companies/accountingdepartment-com-llc-401k-plan) — 172 participants

- [Fms Financial Management Services, LLC](https://planprovider.pro/companies/fms-financial-management-services-llc-401k-plan) — 250 participants

- [Lender'S Consulting Group, LLC](https://planprovider.pro/companies/lender-s-consulting-group-llc-plan) — 121 participants

- [Botkeeper](https://planprovider.pro/companies/botkeeper-401k-plan) — 38 participants

- [Corvee Practice Development, LLC](https://planprovider.pro/companies/corvee-practice-development-llc-plan) — 33 participants

- [Wld Enterprises, INC.](https://planprovider.pro/companies/wld-enterprises-inc-401k-plan) — 30 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tax-defense-network-llc-a-delaware-corporation-401k-plan)

© 2026 PlanProvider.Pro