What public Form 5500 filings show about the Center for Transforming Lives 401(k) plan — and how to find and check your own account.
Center for Transforming Lives (EIN 75-0829389) reports CENTER FOR TRANSFORMING LIVES 401(K) PLAN on its most recent Form 5500, with $3.0M in plan assets across 171 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Center for Transforming Lives filing — schedules, fees, and providers.
Center for Transforming Lives’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Center for Transforming LivesHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, PRINCIAL LIFE INSURANCE.
