How big is Transitions Incorporated's plan?

Transitions Incorporated's plan reported $1.2M in assets and 89 participants for 2024.

Original filing (PDF)20250929130556NAL0012202128001

Transitions Incorporated

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

Form 5500-SF

FILING_RECEIVED

Transitions, Inc. 401(k) Plan

401(k) retirement plan · Transitions Incorporated's Transitions, Inc. 401(k) Plan held $1.2M in plan assets for 89 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Katie Floyd signed Transitions Incorporated's 2024 Form 5500 as plan administrator.

Katie Floyd — 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 Incorporated's EIN is 61-0707125.

EIN 61-0707125

Plan number 001

Plan year 2024

ACK ID 20250929130556NAL0012202128001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transitions Incorporated's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INCORPORATED.

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Plan health score

Above-average plan

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