What public Form 5500 filings show about the Transition Finance Strategies, LLC DBA Blue Ridge Associates 401(k) plan — and how to find and check your own account.
Transition Finance Strategies, LLC DBA Blue Ridge Associates (EIN 13-4238973) reports BLUE RIDGE 401(K) PLAN on its most recent Form 5500, with $18.4M in plan assets across 210 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 Transition Finance Strategies, LLC DBA Blue Ridge Associates filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Transition Finance Strategies, LLC DBA Blue Ridge Associates 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENT ADVISORS, EMPOWER ANNUITY INSURANCE.
