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Sponsor portfolio

AB TRANSITIONS, LLC

EIN 88-2931494-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
48
1477 MAIN ST, #2301 - KANSAS CITY, MO 64105908-258-0341
Plans on this EIN
2 filings
#002CashBalance-$726K - 26 part#001ProfitSharing-$318K - 22 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)26
  • PROFIT SHARING PLAN (#001)22
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AB TRANSITIONS, LLC CASH BALANCE PLAN

CashBalance

Assets$726K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AB TRANSITIONS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$318K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AB TRANSITIONS, LLC CASH BALANCE PLANCashBalance$726K262024
001AB TRANSITIONS, LLC PROFIT SHARING PLANProfitSharing$318K222024
Retirement plans
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