Plan Snapshot
- Plan Sponsor: Transitions Intermediate Holdings
- Sponsor EIN: 854312082
- Sponsor Address: 2312 TOUHY AVE, ELK GROVE VILLAGE, IL, 60007
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $7.7M | $591,463 | $1.3M |
| 2023 | 291 | $6.8M | $819,083 | $1.6M |
| 2022 | 261 | $4.7M | $546,704 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $199,793 | $71,766 | $128,027 | — | — |
| 2023 | $158,150 | $56,841 | $101,309 | — | — |
| 2022 | $72,835 | $43,448 | $29,387 | — | — |