How big is Leadership Transformations' plan?

Leadership Transformations' plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250707130531NAL0005862512001

Leadership Transformations

Name: Leadership Transformations — Form 5500 (2024)
Creator: Leadership Transformations
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · Leadership Transformations held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Rick Anderson signed Leadership Transformations' 2024 Form 5500 as plan administrator.

Rick Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leadership Transformations' EIN is 01-0779814.

EIN 01-0779814

Plan number 001

Plan year 2024

ACK ID 20250707130531NAL0005862512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leadership Transformations from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leadership Transformations' plan includes 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEADERSHIP TRANSFORMATIONS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LEADERSHIP TRANSFORMATIONS

EIN

all filings

Address

13540 MEADOWGRASS DR STE 100 · COLORADO SPRINGS, CO · 809213006

Phone

(719) 785-3600

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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