· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TAX CREDIT CONNECTION, INC. — TAX CREDIT CONNECTION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250908163646NAL0019472561001
TAX CREDIT CONNECTION, INC.
Form 5500-SF
FILING_RECEIVED
TAX CREDIT CONNECTION 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TAX CREDIT CONNECTION, INC.
.
Find decision makers
Plan sponsor
Name
TAX CREDIT CONNECTION, INC.
EIN
26-0131947
Address
201 EAST 4TH ST · LOVELAND, CO · 80537
Phone
(970) 532-9816
Industry
All Other Professional Services
· Professional & Technical Services
see all
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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
VAB, INC.
ENERGY CONCEPTS & SOLUTIONS, INC. 401K RETIREMENT SAVINGS PLAN
$1.4M · 4 participants
MILLER OFFICE EQUIPMENT, INC
MILLER OFFICE EQUIPMENT 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 29 participants
HORIZON PERFORMANCE LLC
HORIZON PERFORMANCE, LLC 401K PLAN
$1.4M · 25 participants
PHARMORE INGREDIENTS INC
PHARMORE INGREDIENTS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 4 participants
PROJECT MANAGEMENT SERVICES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PROJECT MANAGEMENT SERVICES, INC. 401(K) P/S PLAN
$1.4M · 17 participants
MAN WITH A CAM, INC.
HAYDEN5 RETIREMENT PLAN
$1.4M · 14 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
