Original filing (PDF)20240715112611NAL0002817904001

TRANSITIONAL LIVING INC.

Name: TRANSITIONAL LIVING INC. — 403(B) THRIFT PLAN OF TRANSITIONAL LIVING, INC, Form 5500 (2023)
Creator: TRANSITIONAL LIVING INC.

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN OF TRANSITIONAL LIVING, INC

403(b) retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TRANSITIONAL LIVING INC.

EIN

31-0945205

Address

1020 SYMMES RD · FAIRFIELD, OH · 450141844

Phone

(513) 330-6387

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

TRANSITIONAL LIVING INC.

EIN

31-0945205

City

FAIRFIELD, OH

Phone

(513) 675-3005

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-07-15

Pension benefit codes

2L · 403(b)(1) annuity

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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