How big is Transition Financial Advisors Group, Inc.'s plan?

Transition Financial Advisors Group, Inc.'s plan reported $4.2M in assets and 6 participants for 2024.

Original filing (PDF)20250725112925NAL0003140419001

Transition Financial Advisors Group, Inc.

Name: Transition Financial Advisors Group, Inc. — Form 5500 Plan 001 (2024)
Creator: Transition Financial Advisors Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TFA Team Independence 401(k) Plan

401(k) retirement plan · Transition Financial Advisors Group, Inc.'s TFA Team Independence 401(k) Plan held $4.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Transition Financial Advisors Group, Inc.'s EIN is 86-1019547.

EIN 86-1019547

Plan number 001

Plan year 2024

ACK ID 20250725112925NAL0003140419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Transition Financial Advisors Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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