Stable plan record

TRANSFORM WEALTH 401(K) PLAN

Sponsored by TRANSFORM WEALTH · EIN/PN 811683097-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,853
Administrative cost per participant
2025
$42
Active participants
2025
22
Total plan assets
2025
$608,792
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260629112741NAL002052558600322$1,853
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.