Transition Finance Strategies — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transition Finance Strategies is reported as a service provider on 16 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $403,463 and reported indirect compensation totals $15,653.
Reported compensation summary
- Reported direct compensation
- $403,463
- Reported indirect compensation
- $15,653
- Total reported compensation
- $419,116
- Filings
- 16
- Plan sponsors
- 16
- Plans
- 16
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Trek Bicycle Corporation | WI | 1 | $81,249 |
| Gray, Inc. | KY | 1 | $64,218 |
| Bruckner Truck Sales, Inc. | TX | 1 | $59,648 |
| Haylor Freyer & Coon Inc. | NY | 1 | $33,089 |
| Baker Engineering And Risk Consultants, Inc | TX | 1 | $31,391 |
| Fellowes, Inc. | IL | 1 | $26,025 |
| Primera Engineers, Ltd | IL | 1 | $17,808 |
| The Citizens Bank | NM | 1 | $16,022 |
| First State Bank Of St. Charles | MO | 1 | $15,772 |
| Lincoln Bancorp | IA | 1 | $15,653 |
State footprint
Plans reporting Transition Finance Strategies are sponsored in IL (3), TX (2), IA (1), KY (1), ME (1), MO (1), NE (1), NJ (1), NM (1), NY (1), CA (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trek Bicycle Corporation | Trek Bicycle Corporation Employee Stock Ownership Plan | 2023 | $81,249 | not reported in the loaded dataset |
| Gray, Inc. | Gray, Inc. Employee Stock Ownership Plan | 2023 | $64,218 | not reported in the loaded dataset |
| Bruckner Truck Sales, Inc. | The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan | 2023 | $59,648 | not reported in the loaded dataset |
| Haylor Freyer & Coon Inc. | Haylor Freyer & Coon Inc. Employee Stock Ownership Plan | 2023 | $33,089 | not reported in the loaded dataset |
| Baker Engineering And Risk Consultants, Inc | Baker Engineering And Risk Consultants, Inc. Employee Stock Ownership Plan | 2023 | $31,391 | not reported in the loaded dataset |
| Fellowes, Inc. | Fellowes, Inc. Employee Stock Ownership Plan | 2023 | $26,025 | not reported in the loaded dataset |
| Primera Engineers, Ltd | Primera Engineers Esop Plan | 2023 | $17,808 | not reported in the loaded dataset |
| The Citizens Bank | Citizens Bank Employee Stock Ownership And Retirement Savings Plan | 2023 | $16,022 | not reported in the loaded dataset |
| First State Bank Of St. Charles | First State Bank Of St. Charles Employee Stock Ownership Plan | 2023 | $15,772 | not reported in the loaded dataset |
| Lincoln Bancorp | Lincoln Bancorp Employees 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $15,653 |
| North State Grocery, Inc. | North State Grocery, Inc. Employee Stock Ownership Plan | 2023 | $15,230 | not reported in the loaded dataset |
| Tampa Bay Banking Company | Tampa Bay Banking Company Employee Stock Ownership Plan | 2023 | $12,153 | not reported in the loaded dataset |
| A-1 United Heating, Air And Electrical Co., Inc. | A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust | 2023 | $11,388 | not reported in the loaded dataset |
| Johnson & Jordan, Inc. | Johnson & Jordan, Inc. Employee Stock Ownership 401(K) Plan | 2023 | $10,265 | not reported in the loaded dataset |
| Martin & Bayley, Inc. | Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust | 2023 | $8,455 | not reported in the loaded dataset |
| James Alexander Corporation | James Alexander Corporation Retirement Plan | 2023 | $750 | not reported in the loaded dataset |
Related Form 5500 pages
- Trek Bicycle Corporation Employee Stock Ownership Plan (plan 001)
- Trek Bicycle Corporation — all reported plans
- Gray, Inc. Employee Stock Ownership Plan (plan 002)
- Gray, Inc. — all reported plans
- The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan (plan 002)
- Bruckner Truck Sales, Inc. — all reported plans
- Haylor Freyer & Coon Inc. Employee Stock Ownership Plan (plan 003)
- Haylor Freyer & Coon Inc. — all reported plans
- Baker Engineering And Risk Consultants, Inc. Employee Stock Ownership Plan (plan 003)
- Baker Engineering And Risk Consultants, Inc — all reported plans
- Fellowes, Inc. Employee Stock Ownership Plan (plan 002)
- Fellowes, Inc. — all reported plans
- Primera Engineers Esop Plan (plan 002)
- Primera Engineers, Ltd — all reported plans
- Citizens Bank Employee Stock Ownership And Retirement Savings Plan (plan 002)
- The Citizens Bank — all reported plans
- First State Bank Of St. Charles Employee Stock Ownership Plan (plan 001)
- First State Bank Of St. Charles — all reported plans
- Lincoln Bancorp Employees 401(K) Profit Sharing Plan And Trust (plan 003)
- Lincoln Bancorp — all reported plans
- North State Grocery, Inc. Employee Stock Ownership Plan (plan 002)
- North State Grocery, Inc. — all reported plans
- Tampa Bay Banking Company Employee Stock Ownership Plan (plan 001)
- Tampa Bay Banking Company — all reported plans
- A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust (plan 002)
- A-1 United Heating, Air And Electrical Co., Inc. — all reported plans
- Johnson & Jordan, Inc. Employee Stock Ownership 401(K) Plan (plan 003)
- Johnson & Jordan, Inc. — all reported plans
- Martin & Bayley, Inc. Employee Stock Ownership Plan And Trust (plan 002)
- Martin & Bayley, Inc. — all reported plans
- James Alexander Corporation Retirement Plan (plan 001)
- James Alexander Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources