What public Form 5500 filings show about the Tax Connex LLC 401(k) plan — and how to find and check your own account.
Tax Connex LLC (EIN 20-5948722) reports TAX CONNEX LLC 401(K) PLAN on its most recent Form 5500, with $370K in plan assets across 44 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 Tax Connex LLC filing — schedules, fees, and providers.
Tax Connex 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 Tax Connex LLCHR for the recordkeeper’s name and login.
