How big is Transition House's plan?

Transition House's plan reported $1.9M in assets and 29 participants for 2024.

Original filing (PDF)20250722180510NAL0002726353001

Transition House

Name: Transition House — Transition House 403(b), Form 5500 (2024)
Creator: Transition House
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transition House 403(b) Retirement Plan

403(b) retirement plan · Transition House's Transition House 403(b) Retirement Plan held $1.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Natalie Owens signed Transition House's 2024 Form 5500 as plan administrator.

Natalie Owens — 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

Transition House's EIN is 77-0099755.

EIN 77-0099755

Plan number 001

Plan year 2024

ACK ID 20250722180510NAL0002726353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transition House's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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