Transition Finance Strategies, LLC
Charlottesville, VA
Transition Finance Strategies, LLC of Charlottesville, VA is the broker of record on 16 Form 5500 Schedule A filings covering 15 employer benefit plans across 12 states, with $15,988 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Transition Finance Strategies, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Epsilon Systems Solutions, Inc. | CA | 995 | 2024-12-31 |
| Lone Star National Bancshares-Texas, Inc | TX | 634 | 2024-12-31 |
| River Bank And Trust | AL | 393 | 2025-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Virginia
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.