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

1,586

Total plan assets

$591.5M

Filings (rows)

Direct comp

$110K

Indirect comp

Showing only "TRANSITION FINANCE SERVICES"

View all 8 variants aggregated →

TRANSITION FINANCE STRATEGIES166 TRANSITION FINANCE6 TRANSITION FINANCE STRATEGIES/BREA4 TRANSITION FINANCE SERVICES4 TRANSITION FINANCE SRATEGIES3 TRANSITION FINANCE STRATEGIES BREA2 TRANSITION FINANCE STRATEGIES LLP

SERVICES PROVIDED

Other service providers3

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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	196	$6.1M	$11K	$0