What public Form 5500 filings show about the Professional Transition Strategies 401(k) plan — and how to find and check your own account.
Professional Transition Strategies (EIN 27-1994844) reports PROFESSIONAL TRANSITION STRATEGIES 401(K) on its most recent Form 5500, with $533K in plan assets across 20 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Professional Transition Strategies filing — schedules, fees, and providers.
Professional Transition Strategies’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Professional Transition StrategiesHR for the recordkeeper’s name and login.
