How big is Transactly's plan?

Transactly's plan reported $450K in assets for 2025.

Original filing (PDF)20260501113449NAL0001689378001

Transactly

Name: Transactly — Transactly 401(k) Plan, Form 5500 (2025)
Creator: Transactly
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transactly 401(k) Plan

401(k) retirement plan · Transactly's Transactly 401(k) Plan reported $450K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$450K

Net assets (EOY)

$450K

People on this filing

Jared Porter signed Transactly's 2025 Form 5500 as plan administrator.

Jared Porter — 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

Transactly's EIN is 84-4697585.

EIN 84-4697585

Plan number 001

Plan year 2025

ACK ID 20260501113449NAL0001689378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Transactly from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Transactly's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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.

Plan sponsor

Name

TRANSACTLY

EIN

all filings

Address

117 S MAIN ST · ST CHARLES, MO · 63301

Phone

(801) 372-8044

Industry

Real Estate

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.