Credit(k)
401(k) tax credit recovery
Sample preview. Live lookup is pending endpoint confirmation, so this shows an example plan.
secure 2.0 tax credit recovery

Your 401(k) plan has
unclaimed tax credits.

We already found them in your plan's filings. Enter the code from your letter to see your number.

Pulling your plan's credit estimate…
Estimated credits, full 5-year window
How it pays out, year by year
you keep · 75%
our fee · 25%, in escrow

Estimate based on your plan's employer-contribution data under IRC §45E(f), capped at $1,000 per eligible employee. Credit(k)'s fee is 25% of identified credits, held in escrow. Final amounts are confirmed before you engage.

We couldn't find that code
Double-check the code from your letter and try again.