Plan Ledger DOL Form 5500 · updated monthly

Crosslink Professional Tax Solutions LLC401(k)

CROSSLINK 401(K) RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.39%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Crosslink Professional Tax Solutions LLC reported $64,079 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $3,452 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.42% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,217th-largest of 3,644 plans among Florida employers on file, and the 1,099th of 2,199 in information & media. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 128 to 141 since 2022.

Plan summary
Net assets, end of year$17,770,075
Participants with balances159
Active participants141
Employer contributions$486,662
Employee contributions$1,222,330
Employer contribution per active participant$3,452
Average account balance$111,761
Benefits paid to participants$1,080,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 159 accts · $487K emplr
2023$15.4M · 158 accts · $443K emplr
2022$11.3M · 152 accts · $382K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,079
Total administrative$64,079
The Crosslink Professional Tax Solutions LLC 401(k) match · 2024
Employer contribution per active participant$3,452
Median for plans this size$2,416
2024$3,452 per active participant
2023$3,282 per active participant
2022$2,988 per active participant

Crosslink Professional Tax Solutions LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$64,078
AMERIPRISE FINANCIAL SERVICES INC · Other servicesindirect comp
AMERIPRISE FINANCIAL SERVICES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$64,079 · 0.39%
2023$54,263 · 0.41%
2022$43,045 · 0.42%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 461792270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.