Transition Finance Strategies/Brea — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transition Finance Strategies/Brea is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $24,308 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$24.3KDirect + indirect, across loaded filings$24,308
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$24.3K
Indirect compensationNot reported

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation72%A-Z Bus Sales, Inc.
Top state share of plans50%CA
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Transition Finance Strategies/Brea. Bars show relative scale.

  1. 1
    CA · 1 plan(s)
  2. 2
    NJ · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Transition Finance Strategies/Brea are sponsored, by plan count.

  1. 1
    CA1 plan(s)
  2. 2
    NJ1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
A-Z Bus Sales, Inc.A-Z Bus Sales, Inc. Employee Stock Ownership Plan2023$17,433not reported in the loaded dataset
Visual Graphic Systems, Inc.Visual Graphic Systems, Inc. Employee Stock Ownership 401(K) Plan2023$6,875not reported in the loaded dataset

Related Form 5500 pages