Employer plans run by Transition Finance Strategies
Transition Finance Strategies is the recordkeeper or administrator on the latest annual report of 11 active retirement plans at the large employers on this site, covering 28,088 participants.
Plans
| Employer | Plan | Participants |
|---|---|---|
| Austin Industries, Inc. | Austin Industries Employee Stock Ownership Plan | 12,367 |
| Imeg Consultants Corp. | Imeg Corp. Employee Stock Ownership Plan | 3,347 |
| Nibco Inc. | Nibco Inc. Employee Stock Ownership Plan | 2,369 |
| Kci Technologies, Inc | Kci Technologies, Inc. Employee Stock Ownership Plan | 2,074 |
| Guthrie & Huebner Company, Inc. | Guthrie & Huebner Company, Inc. Employee Stock Ownership Plan and Trust | 1,947 |
| The Kendall Group, Inc. | The Kendall Group Employee Stock Ownership Plan | 1,898 |
| Bruckner Truck Sales, Inc. | The Bruckner Truck Sales, Inc. Employee Stock Ownership Plan | 1,418 |
| Page Southerland Page, LLC | Page Southerland Page, Inc. Employee Stock Ownership Plan | 1,211 |
| North State Grocery, Inc. | North State Grocery, Inc. Employee Stock Ownership Plan | 926 |
| Highlight Technologies Inc | Highlight Technologies, Inc. Employee Stock Ownership Plan and Trust | 431 |
| Rose International, Inc. | Rose International Employee Stock Ownership Plan | 100 |
What these numbers are
- They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
- Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
- The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
- We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.
Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.