Filings through .
Filed August 8, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
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| Provider | Service type | Compensation |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $50,983 |
THE BANK ADVISORY GROUP9 years Filed as: THE BANK ADVISORY GROUP LLC Service code 34 · EIN 26-0059945 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Valuation (appraisals, etc.) | $14,870 |
WHITLEY PENN LLP10+ years Service code 10 · EIN 75-2393478 1400 WEST 7TH ST STE 400 · FORT WORTH, TX 76102 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.