How big is Transitions NFP's plan?

Transitions NFP's plan reported $2.1M in assets and 34 participants for 2024.

Original filing (PDF)20251121093409NAL0006431969001

Transitions NFP

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

Form 5500-SF

FILING_RECEIVED

Transitions NFP 401(k) Retirement Plan

401(k) retirement plan · Transitions NFP's Transitions NFP 401(k) Retirement Plan held $2.1M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kristin Rodgers signed Transitions NFP's 2024 Form 5500 as plan administrator.

Kristin Rodgers — 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

Transitions NFP's EIN is 36-3153563.

EIN 36-3153563

Plan number 001

Plan year 2024

ACK ID 20251121093409NAL0006431969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transitions NFP'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 TRANSITIONS NFP.

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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