How big is Transcend Fund's plan?

Transcend Fund's plan reported $56K in assets and 1 participants for 2023.

Original filing (PDF)20240606124955NAL0045669314001

Transcend Fund

Name: Transcend Fund — Transcend Fund 401(k) Plan, Form 5500 (2023)
Creator: Transcend Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transcend Fund 401(k) Plan

401(k) retirement plan · Transcend Fund's Transcend Fund 401(k) Plan held $56K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Andrew Sheppard signed Transcend Fund's 2023 Form 5500 as plan administrator.

Andrew Sheppard — 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

Transcend Fund's EIN is 84-5002309.

EIN 84-5002309

Plan number 001

Plan year 2023

ACK ID 20240606124955NAL0045669314001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Transcend Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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