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Original filing (PDF)20251014201613NAL0001815651001
TAXBIT, INC.
Form 5500
FILING_RECEIVED
TAXBIT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
221
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAXBIT, INC..
Plan sponsor
Name
TAXBIT, INC.
EIN
83-3266436
Address
66 E WADSWORTH PARK DR, #200 · DRAPER, UT · 84020
Phone
(219) 201-8402
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RICHEY, MAY & CO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $23K | — |
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $18K | — |
Investments
21 direct securities· $5.5M(99% of reported assets)
Uncategorized
$5.5M
20 holdings
Mutual Funds
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.0M | 18.8% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.0M | 18.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $739K | 13.3% | |
| Schwab S&P 500 Index | — | — | — | $576K | 10.4% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $566K | 10.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $496K | 8.9% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $280K | 5.0% | |
| Fidelity Total Market Index Instl Prem | — | — | — | $207K | 3.7% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $163K | 2.9% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $115K | 2.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $68K | 1.2% | |
| iShares ESG Aware MSCI USA Small-Cap ETF ** 389 Self-directed brokerage accounts Cryptocurrency | — | — | — | $62K | 1.1% | |
| Participant notes receivable Participant loans Prime rate as reflected in the wall street journal on date of loan, plus 1% -0- | — | — | — | $33K | 0.6% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $30K | 0.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $25K | 0.4% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $24K | 0.4% | |
| Fidelity Intl Sustainability Idx | Mutual Funds | — | — | $20K | 0.4% | |
| Fidelity Small Cap Index Instl Prem | — | — | — | $17K | 0.3% | |
| Vanguard Treasury Money Market Fund | — | — | — | $15K | 0.3% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $3K | <0.1% | |
| Vanguard Inflation-Protected Secs Adm | — | — | — | $3K | <0.1% |
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