Original filing (PDF)20251001093434NAL0031308050001

TRANSITION CAPITAL PARTNERS LLC

Name: TRANSITION CAPITAL PARTNERS LLC — TCP 401(K) PLAN, Form 5500 (2024)
Creator: TRANSITION CAPITAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

TCP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$675K

Net assets (EOY)

$675K

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 average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

TRANSITION CAPITAL PARTNERS LLC

EIN

81-1405874

Address

1375 BRUMLOW AVENUE · SOUTHLAKE, TX · 76092

Phone

(214) 978-3800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MAXEM, INC.

MAXEM, INC. 401(K) PLAN

$675K · 6 participants

LIFETIME FINANCIAL ADVISORS LLC

LIFETIME FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

$675K · 2 participants

FORONJY FINANCIAL LLC

FORONJY FINANCIAL LLC CASH BALANCE PLAN

$675K · 4 participants

PRUVEN MANAGEMENT COMPANY, LLC

PRUVEN CAPITAL CASH BALANCE PLAN

$676K · 7 participants

BLUEPRINT INVESTING LLC

BLUEPRINT INVESTING LLC 401K PLAN

$674K · 3 participants