How big is Transcend Advisor Group's plan?

Transcend Advisor Group's plan reported $226K in assets and 8 participants for 2024.

Original filing (PDF)20260212112503NAL0000072659001

Transcend Advisor Group

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

Form 5500-SF

FILING_RECEIVED

Transcend Advisor Group Retirement Plan

401(k) retirement plan · Transcend Advisor Group's Transcend Advisor Group Retirement Plan held $226K in plan assets for 8 participants in 2024.

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

People on this filing

Blair Jamieson signed Transcend Advisor Group's 2024 Form 5500 as plan administrator.

Blair Jamieson — 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 Advisor Group's EIN is 85-3641129.

EIN 85-3641129

Plan number 001

Plan year 2024

ACK ID 20260212112503NAL0000072659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transcend Advisor Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off