Original filing (PDF)20250929095048NAL0026420674003

PENSION TRANSFER ADVISORS, LLC

Name: PENSION TRANSFER ADVISORS, LLC — PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN, Form 5500 (2024)
Creator: PENSION TRANSFER ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

PENSION TRANSFER ADVISORS, LLC PENSION TRANSFER TRUST PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENSION TRANSFER ADVISORS, LLC.

Plan sponsor

Name

PENSION TRANSFER ADVISORS, LLC

DBA

ACCELEFUND

EIN

45-3113208all filings

Address

8700 MONROVIA ST, SUITE 310 · LENEXA, KS · 66215

Phone