Crosslink Professional Tax Solutions 401(k) match, vesting and fees
What Crosslink Professional Tax Solutions' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Crosslink Professional Tax Solutions: employer contribution per participant | $3,061 | |
| Peer median | $2,188 |
| Crosslink Professional Tax Solutions: average balance | $111,761 | |
| Peer median | $63,883 |
| Crosslink Professional Tax Solutions: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.2M at the end of plan year 2021 to $17.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 162 | $17.8M | $487K | $3,061 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 159 | $15.4M | $443K | $2,805 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 153 | $11.3M | $382K | $2,516 | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 135 | $9.2M | $355K | $2,649 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Crosslink Professional Tax Solutions match 401(k) contributions?
The match terms for the Crosslink 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $487K in employer contributions, about $3,061 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Crosslink Professional Tax Solutions 401(k) match vested?
The vesting schedule for the Crosslink 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Crosslink Professional Tax Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Crosslink Professional Tax Solutions LLC.
I left Crosslink Professional Tax Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Crosslink Professional Tax Solutions LLC, (800) 345-4337) or the recordkeeper, Principal Life Insurance Company. The Crosslink Professional Tax Solutions old 401(k) page lists the contacts from every plan filing. Find an old Crosslink Professional Tax Solutions 401(k)
Data from the public Form 5500 annual reports Crosslink Professional Tax Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Crosslink Professional Tax Solutions. Not financial advice. Report a correction · Methodology