Elizabeth Waters signed Transition Finance Strategies, LLC DBA Blue Ridge Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transition Finance Strategies, LLC DBA Blue Ridge Associates' EIN is 13-4238973.
Download the official 2024 Form 5500 (PDF) for Transition Finance Strategies, LLC DBA Blue Ridge Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transition Finance Strategies, LLC DBA Blue Ridge Associates' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DALLAS, TX |
| INVESTMENT ADVISOR |
| $16K |
| — |
