How big is Transaction Associates, Inc.'s plan?

Transaction Associates, Inc.'s plan reported $3.1M in assets and 129 participants for 2024.

Original filing (PDF)20250407144207NAL0010170531001

Transaction Associates, Inc.

Name: Transaction Associates, Inc. — Transaction, Form 5500 (2024)
Creator: Transaction Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transaction Associates, Inc. 401(k) Plan

401(k) retirement plan · Transaction Associates, Inc.'s Transaction Associates, Inc. 401(k) Plan held $3.1M in plan assets for 129 participants in 2024.

Signals · 1

No auditor on file

Active participants

129

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Transaction Associates, Inc.'s EIN is 04-3197981.

EIN 04-3197981

Plan number 001

Plan year 2024

ACK ID 20250407144207NAL0010170531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Transaction Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Transaction Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRANSACTION ASSOCIATES, INC..

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score