Professional Transition Strategies

Kyle Francis signed Professional Transition Strategies' 2024 Form 5500 as plan administrator.

• Kyle Francis — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Professional Transition Strategies' EIN is 27-1994844.

Download the official 2024 Form 5500 (PDF) for Professional Transition Strategies from the U.S. Department of Labor's EFAST2 system.

Professional Transition Strategies' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).