Transition Financial 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

1,936

Total plan assets

$190.1M

Filings (rows)

Direct comp

$251K

Indirect comp

$6K

Showing only "TRANSITION FINANCIAL STRATEGIES"

View all 2 variants aggregated →

TRANSITION FINANCIAL STRATEGIES11 TRANSITION FINANCIAL SERVICES1

SERVICES PROVIDED

Other service providers4

Recordkeeper4

TPA / Administrator3

Prospecting the plans that use Transition Financial Strategies?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 11 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Vantage Point Solutions, Inc. VPS Employee Stock Ownership Plan · all filings	MITCHELL, SD	TPA / Administrator	360	$37.1M	$36K	$0
Vantage Point Solutions, Inc. VPS Employee Stock Ownership Plan · all filings	MITCHELL, SD	TPA / Administrator	336	$27.5M	$42K	$0
HIS Company, Inc. Hisco Profit Sharing Plan · all filings	HOUSTON, TX	Recordkeeper	298	$24.6M	$50K	$0
Vantage Point Solutions, Inc. VPS Employee Stock Ownership Plan · all filings	MITCHELL, SD	TPA / Administrator	307	$22.0M	$24K	$0
Nielsen Builders Inc. Employee Stock Ownership Savings Plan Nielsen Builders Inc. Employee Stock Ownership Savings Plan · all filings	HARRISONBURG, VA	Recordkeeper	81	$18.2M	$11K	$0
Nielsen Builders Inc. Employee Stock Ownership Savings Plan Nielsen Builders Inc. Employee Stock Ownership Savings Plan · all filings	HARRISONBURG, VA	Recordkeeper	76	$16.1M	$10K	$6K
Nielsen Builders Inc. Employee Stock Ownership Savings Plan Nielsen Builders Inc. Employee Stock Ownership Savings Plan · all filings	HARRISONBURG, VA	Recordkeeper	77	$14.5M	$9K	$0
EKI Environment & Water, Inc. EKI Environment & Water, Inc. Employee Stock Ownership Plan · all filings	DALY CITY, CA	Other service providers	105	$8.2M	$21K	$0
EKI Environment & Water, Inc. EKI Environment & Water, Inc. Employee Stock Ownership Plan · all filings	DALY CITY, CA	Other service providers	115	$8.1M	$13K	$0
First RATE Excavate, Inc. First RATE Excavate Inc. Employee Stock Ownership Plan · all filings	SIOUX FALLS, SD	Other service providers	89	$7.0M	$17K	$0
First RATE Excavate, Inc. First RATE Excavate Inc. Employee Stock Ownership Plan · all filings	SIOUX FALLS, SD	Other service providers	92	$6.9M	$18K	$0