Transform 401(k) Savings Plan
Sponsored by Transform Midco Llc · EIN 833374195 · Plan #001
- Total assets
- $212M
- Net assets
- $212M
- Active participants
- 4,381
- With balances
- 2,447
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $212M | 4,381 | ack 20251010090529NAL0007845009001 |
| 01/01/2021 | $242M | 7,358 | ack 20250324054905NAL0006783875001 |
| 01/01/2020 | $232M | 11,083 | ack 20250324054342NAL0006782691001 |
| 06/03/2019 | $201M | 26,854 | ack 20250324053632NAL0006781299001 |