Transition Projects, Inc. 401(k) Employee Savings Plan
Sponsored by Transition Projects, Inc. · EIN 930591582 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 233
- With balances
- 164
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Investment Advisors | Investment advisory (plan), Direct payment from the plan | $18,940 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $3,936 |