How big is Transcend Asset Management Group, LLC's plan?

Transcend Asset Management Group, LLC's plan covered 7 participants for 2024.

Original filing (PDF)20251014141445NAL0001523923001

Transcend Asset Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Transcend Asset Management Group, LLC 401(k) Plan

401(k) retirement plan · Transcend Asset Management Group, LLC's Transcend Asset Management Group, LLC 401(k) Plan covered 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Transcend Asset Management Group, LLC's EIN is 92-1484752.

EIN 92-1484752

Plan number 001

Plan year 2024

ACK ID 20251014141445NAL0001523923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transcend Asset Management Group, LLC's plan includes 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 ASSET MANAGEMENT GROUP, LLC.

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Plan health score

Above-average plan

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

Knocking points off