Tax Defense Network 401(k) match, vesting and fees
What Tax Defense Network's 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Tax Defense Network: employer contribution per participant | $1,919 | |
| Peer median | $2,719 |
| Tax Defense Network: average balance | $40,194 | |
| Peer median | $85,424 |
| Tax Defense Network: admin expenses ÷ assets | 0.83% | |
| 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 $4.9M at the end of plan year 2021 to $9.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 235 | $9.4M | $451K | $1,919 | 0.83% | Not published | Form 5500 ↗ |
| 2024 | 287 | $7.4M | $475K | $1,660 | 0.86% | Not published | Form 5500 ↗ |
| 2023 | 293 | $6M | $414K | $1,433 | 0.79% | Not published | Form 5500 ↗ |
| 2022 | 284 | $4.7M | $474K | $1,718 | 0.97% | Not published | Form 5500 ↗ |
| 2021 | 326 | $4.9M | $489K | $1,537 | 1.54% | Not published | Form 5500 ↗ |
Common questions
Does Tax Defense Network match 401(k) contributions?
The match terms for the Tax Defense Network 401k Plan have not been published from its filing yet. The plan year 2025 filing reports $451K in employer contributions, about $1,919 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tax Defense Network 401(k) match vested?
The vesting schedule for the Tax Defense Network 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tax Defense Network 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Voya Retirement Insurance & Annuity. The plan administrator is Tax Defense Network, LLC.
I left Tax Defense Network. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tax Defense Network, LLC, (904) 309-7331) or the recordkeeper, Voya Retirement Insurance & Annuity. The Tax Defense Network old 401(k) page lists the contacts from every plan filing. Find an old Tax Defense Network 401(k)
Data from the public Form 5500 annual reports Tax Defense Network filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Tax Defense Network. Not financial advice. Report a correction · Methodology