Crosslink Professional Tax Solutions Llc 401(k) Plan: Login, Facts & Contact Information

Crosslink Professional Tax Solutions Llc 401(k) Plan Facts

Plan name
CROSSLINK 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC
Participants
169 (141 active employees)
Former employees with a balance
21
Plan assets
$17,772,259 at Sep 30, 2025
Average account balance
$111,775 across 159 accounts
Employer contributions
$486,662 in plan year 2024 (28% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
Oct 1, 1994
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jun 10, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.72 million went into the plan in contributions, $486,662 of it from the employer (28%).
  • $1.08 million was paid out to participants.
  • Investment and other income added $1.79 million.
  • Administrative expenses were $64,079, about $403 per account.

How the Crosslink Professional Tax Solutions Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019119$8.40 million$300,158$368,550
2020147$10.6 million$324,338$896,633
2021144$9.20 million$354,976$661,555
2022145$11.3 million$382,495$664,475
2023155$15.4 million$443,126$456,011
2024169$17.8 million$486,662$1.08 million

Crosslink Professional Tax Solutions Llc 401(k) Contact Information

Phone
800-345-4337
Mailing address
2000 N. ALAFAYA TRAIL SUITE 350, ORLANDO FL 32826
Plan sponsor
CROSSLINK PROFESSIONAL TAX SOLUTIONS LLC
Employer identification number (EIN)
46-1792270
Plan number
001

Questions about the Crosslink Professional Tax Solutions Llc 401(k)

Does Crosslink Professional Tax Solutions Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $486,662, 28% of all contributions.

Does the Crosslink Professional Tax Solutions Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Crosslink Professional Tax Solutions Llc 401(k) plan?

169 participants at the start of plan year 2024, 141 of them active employees, and 21 former employees who still had money in the plan.

What is the average 401(k) balance at Crosslink Professional Tax Solutions Llc?

About $111,775 per account: $17.8 million in plan assets across 159 accounts with a balance at the end of plan year 2024.

Who manages the Crosslink Professional Tax Solutions Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Crosslink Professional Tax Solutions Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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