Lucinda AKEL signed Transitions Intermediate Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Transitions Intermediate Holdings' EIN is 85-4312082.
Download the official 2024 Form 5500 (PDF) for Transitions Intermediate Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Transitions Intermediate Holdings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $76K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | NAPERVILLE, IL | SERVICE PROVIDER | $36K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | ERIE, PA | SERVICE PROVIDER | $88K | — |
