Strategic Tax Solutions, Inc. 401(k) Plan
What public Form 5500 filings show about the Strategic Tax Solutions, Inc. 401(k) plan — and how to find and check your own account.
The Strategic Tax Solutions, Inc. 401(k) on its latest Form 5500
Strategic Tax Solutions, Inc. (EIN 20-5501026) reports STRATEGIC TAX SOLUTIONS, INC. 401(K) PLAN on its most recent Form 5500, with $555K in plan assets across 6 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 Strategic Tax Solutions, Inc. filing — schedules, fees, and providers.
Who runs the Strategic Tax Solutions, Inc. 401(k)?
Strategic Tax Solutions, Inc.’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 Strategic Tax Solutions, Inc.HR for the recordkeeper’s name and login.
How to check your Strategic Tax Solutions, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Strategic Tax Solutions, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).