How big is Transcend Management's plan?

Transcend Management's plan reported $267K in assets and 31 participants for 2024.

Original filing (PDF)20251010113145NAL0007620257001

Transcend Management

Name: Transcend Management — Transcend Management 401(k), Form 5500 (2024)
Creator: Transcend Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transcend Management 401(k) Plan

Defined-contribution retirement plan · Transcend Management's Transcend Management 401(k) Plan held $267K in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Richard Tatum signed Transcend Management's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Transcend Management's EIN is 32-0628390.

EIN 32-0628390

Plan number 001

Plan year 2024

ACK ID 20251010113145NAL0007620257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transcend Management's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score