What public Form 5500 filings show about the Lifeline Tax Solutions LLC 401(k) plan — and how to find and check your own account.
Lifeline Tax Solutions LLC (EIN 87-1734220) reports LIFELINE TAX SOLUTIONS LLC - 401K on its most recent Form 5500, with $60K in plan assets across 20 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 Lifeline Tax Solutions LLC filing — schedules, fees, and providers.
Lifeline Tax Solutions LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Lifeline Tax Solutions LLCHR for the recordkeeper’s name and login.
