How big is Karen M. Bostick d/b/a Transitions-Wealth LLC's plan?

Karen M. Bostick d/b/a Transitions-Wealth LLC's plan reported $564K in assets and 2 participants for 2025.

Original filing (PDF)20260423111328NAL0007320752001

Karen M. Bostick d/b/a Transitions-Wealth LLC

Name: Karen M. Bostick d/b/a Transitions-Wealth LLC — Form 5500 Plan 001 (2025)
Creator: Karen M. Bostick d/b/a Transitions-Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Karen M. Bostick 401(k) Retirement Plan

401(k) retirement plan · Karen M. Bostick d/b/a Transitions-Wealth LLC's Karen M. Bostick 401(k) Retirement Plan held $564K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

Plan identifiers

Karen M. Bostick d/b/a Transitions-Wealth LLC's EIN is 92-1584631.

EIN 92-1584631

Plan number 001

Plan year 2025

ACK ID 20260423111328NAL0007320752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Karen M. Bostick d/b/a Transitions-Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Karen M. Bostick d/b/a Transitions-Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN M. BOSTICK D/B/A TRANSITIONS-WEALTH LLC.

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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