Transition Financial Strategies LLC — 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 Financial Strategies LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $97,820 and reported indirect compensation totals $6,432.
Reported compensation summary
- Reported direct compensation
- $97,820
- Reported indirect compensation
- $6,432
- Total reported compensation
- $104,252
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| His Company, Inc. | TX | 1 | $49,906 |
| Eki Environment & Water, Inc. | CA | 1 | $21,439 |
| First Rate Excavate, Inc. | SD | 1 | $16,700 |
| Nielsen Builders Inc Employee Stock Ownership Savings Plan | VA | 1 | $16,207 |
State footprint
Plans reporting Transition Financial Strategies LLC are sponsored in CA (1), SD (1), TX (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| His Company, Inc. | Hisco Profit Sharing Plan | 2023 | $49,906 | not reported in the loaded dataset |
| Eki Environment & Water, Inc. | Eki Environment & Water, Inc. Employee Stock Ownership Plan | 2023 | $21,439 | not reported in the loaded dataset |
| First Rate Excavate, Inc. | First Rate Excavate Inc. Employee Stock Ownership Plan | 2023 | $16,700 | not reported in the loaded dataset |
| Nielsen Builders Inc Employee Stock Ownership Savings Plan | Nielsen Builders Inc Employee Stock Ownership Savings Plan | 2023 | $9,775 | $6,432 |
Related Form 5500 pages
- Hisco Profit Sharing Plan (plan 002)
- His Company, Inc. — all reported plans
- Eki Environment & Water, Inc. Employee Stock Ownership Plan (plan 002)
- Eki Environment & Water, Inc. — all reported plans
- First Rate Excavate Inc. Employee Stock Ownership Plan (plan 002)
- First Rate Excavate, Inc. — all reported plans
- Nielsen Builders Inc Employee Stock Ownership Savings Plan (plan 001)
- Nielsen Builders Inc Employee Stock Ownership Savings Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources