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TRANSITION FINANCIAL ADVISORS GROUP, INC

EIN 86-1019547-financial services-Latest filing 2024
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
6
2487 SOUTH GILBERT ROAD, SUITE 106-618 - GILBERT, AZ 85295480-722-9414transitionfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$4.2M - 6 part

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Retirement#001

TFA TEAM INDEPENDENCE 401(K) PLAN

401k

Assets$4.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TFA TEAM INDEPENDENCE 401(K) PLAN401k$4.2M62024
Retirement plans
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