How big is Practice Transformation Institut's plan?

Practice Transformation Institut's plan reported $332K in assets and 6 participants for 2024.

Original filing (PDF)20250701184638NAL0031225666001

Practice Transformation Institut

Name: Practice Transformation Institut — Practice Transfor, Form 5500 (2024)
Creator: Practice Transformation Institut
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Practice Transformation Institute 401(k) Plan

401(k) retirement plan · Practice Transformation Institut's Practice Transformation Institute 401(k) Plan held $332K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

People on this filing

Nick Rice signed Practice Transformation Institut's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Practice Transformation Institut's EIN is 20-8851734.

EIN 20-8851734

Plan number 001

Plan year 2024

ACK ID 20250701184638NAL0031225666001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Practice Transformation Institut's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score