Transition Finance Services

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

11,281

Total plan assets

$3.7B

Filings (rows)

Direct comp

$346K

Indirect comp

Showing only "TRANSITION FINANCE SERVICES"

View all 9 variants aggregated →

TRANSITION FINANCE STRATEGIES186 TRANSITION FINANCE SERVICES7 TRANSITION FINANCE6 TRANSITION FINANCE STRATEGIES/BREA4 TRANSITION FINANCE SRATEGIES3 TRANSITION FINANCE STRATEGIES DBA2 TRANSITION FINANCE STRATEGIES BREA

SERVICES PROVIDED

Other service providers4

Recordkeeper3

Plans served

All 7 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
W.L. GORE & Associates, Inc. W.L. GORE & Associates, Inc. Restated Associate Stock Ownership Plan · all filings	NEWARK, DE	Recordkeeper	8,996	$2.9B	$180K	$0
Hometown Community Bancorp, Inc. Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust · all filings	MORTON, IL	Other service providers	505	$202.3M	$39K	$0
Hometown Community Bancorp, Inc. Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust · all filings	MORTON, IL	Other service providers	501	$200.4M	$45K	$0
Hometown Community Bancorp, Inc. Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust · all filings	MORTON, IL	Other service providers	477	$194.3M	$27K	$0
Hometown Community Bancorp, Inc. Hometown Community Bancorp, Inc. Employee Stock Ownership Plan & Trust · all filings	MORTON, IL	Other service providers	412	$190.6M	$28K	$0
National Bankshares, Inc. National Bankshares, Inc. Employee Stock Ownership Plan · all filings	BLACKSBURG, VA	Recordkeeper	194	$7.2M	$17K	$0
National Bankshares, Inc. National Bankshares, Inc. Employee Stock Ownership Plan · all filings	BLACKSBURG, VA	Recordkeeper	196	$6.1M	$11K	$0