· 2022–2024 · DOL EFAST2

Risk Transfer Strategies, LLC — Risk Transfer, Form 5500 (2024)

Original filing (PDF)20250929095128NAL0026423298001

Risk Transfer Strategies, LLC

Form 5500-SF

FILING_RECEIVED

Risk Transfer Strategies, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Risk Transfer Strategies, LLC's Risk Transfer Strategies, LLC 401(k) Profit Sharing Plan held $167K in plan assets for 2 participants in 2024.

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

RISK TRANSFER STRATEGIES, LLC

EIN

83-0492559all filings

Address

19 BRESSLER RD · FLEMINGTON, NJ · 088227229

Phone

—

Industry

Finance & Insurance

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

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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