How big is BTS Transitions, LLC's plan?

BTS Transitions, LLC's plan reported $230K in assets and 7 participants for 2024.

Original filing (PDF)20250212164904NAL0035651680001

BTS Transitions, LLC

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

Form 5500-SF

FILING_RECEIVED

BTS Transitions 401(k) Plan

401(k) retirement plan · BTS Transitions, LLC's BTS Transitions 401(k) Plan held $230K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Brianna Umthun signed BTS Transitions, LLC's 2024 Form 5500 as plan administrator.

Brianna Umthun — 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

BTS Transitions, LLC's EIN is 84-2278012.

EIN 84-2278012

Plan number 001

Plan year 2024

ACK ID 20250212164904NAL0035651680001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BTS Transitions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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