What public Form 5500 filings show about the Crosslink Professional Tax Solutions LLC 401(k) plan — and how to find and check your own account.
Crosslink Professional Tax Solutions LLC (EIN 46-1792270) reports CROSSLINK 401(K) RETIREMENT PLAN on its most recent Form 5500, with $15.4M in plan assets across 135 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Crosslink Professional Tax Solutions LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Crosslink Professional Tax Solutions LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, MORNINGSTAR INVESTMENT MANAGEMENT L, AMERIPRISE FINANCIAL SERVICES.
