How big is Tax Connex LLC's plan?

Tax Connex LLC's plan reported $370K in assets and 44 participants for 2024.

Original filing (PDF)20250625071352NAL0018780210001

Tax Connex LLC

Name: Tax Connex LLC — Tax Connex LLC 401(k) Plan, Form 5500 (2024)
Creator: Tax Connex LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tax Connex LLC 401(k) Plan

401(k) retirement plan · Tax Connex LLC's Tax Connex LLC 401(k) Plan held $370K in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

People on this filing

Robert Dumas signed Tax Connex LLC's 2024 Form 5500 as plan administrator.

Robert Dumas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tax Connex LLC's EIN is 20-5948722.

EIN 20-5948722

Plan number 001

Plan year 2024

ACK ID 20250625071352NAL0018780210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tax Connex LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tax Connex LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TAX CONNEX LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TAX CONNEX LLC

EIN

all filings

Address

3600 MANSELL ROAD, SUITE 125 · ALPHARETTA, GA · 30022

Phone

(877) 893-5304

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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