What public Form 5500 filings show about the Tasks Unlimited, Inc. 401(k) plan — and how to find and check your own account.
Tasks Unlimited, Inc. (EIN 23-7087205) reports 403(B) PLAN OF TASKS UNLIMITED, INC. on its most recent Form 5500, with $4.7M in plan assets across 69 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 Tasks Unlimited, Inc. 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Tasks Unlimited, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EISNER ADVISORY GROUP, SAGEVIEW ADVISORY GROUP.
