Transition Financial Advisors Group, Inc. 401(k) Plan

The Transition Financial Advisors Group, Inc. 401(k) on its latest Form 5500

Transition Financial Advisors Group, Inc. (EIN 86-1019547) reports TFA TEAM INDEPENDENCE 401(K) PLAN on its most recent Form 5500, with $4.2M in plan assets across 6 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 Financial Advisors Group, Inc. filing — schedules, fees, and providers.

Who runs the Transition Financial Advisors Group, Inc. 401(k)?

Transition Financial Advisors Group, Inc.’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 Transition Financial Advisors Group, Inc.HR for the recordkeeper’s name and login.

How to check your Transition Financial Advisors Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Transition Financial Advisors Group, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).