How big is Transitional Marketing's plan?

Transitional Marketing's plan reported $157K in assets and 1 participants for 2024.

Original filing (PDF)20251013143131NAL0002192864001

Transitional Marketing

Name: Transitional Marketing — Transitional Marketing, Form 5500 (2024)
Creator: Transitional Marketing
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transitional Marketing 401(k) Plan

401(k) retirement plan · Transitional Marketing's Transitional Marketing 401(k) Plan held $157K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

Plan identifiers

Transitional Marketing's EIN is 81-2546990.

EIN 81-2546990

Plan number 001

Plan year 2024

ACK ID 20251013143131NAL0002192864001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transitional Marketing'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 TRANSITIONAL MARKETING.

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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

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).

Plan sponsor

Name

TRANSITIONAL MARKETING

EIN

all filings

Address

1520 WESTWOOD DR · BILLINGS, MT · 59102

Phone

(406) 208-6264

Industry

Professional & Technical Services

Plan administrator