Transistion Finance Strategies

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

289

Total plan assets

Filings (rows)

Direct comp

$51K

Indirect comp

SERVICES PROVIDED

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CP&Y, Inc. CP&Y, Inc. Employee Stock Ownership Plan · all filings	DALLAS, TX	TPA / Administrator	289	$7	$51K	$0