Original filing (PDF)20250915133651NAL0000751923001

CENTER FOR TRANSFORMATION & INNOVATION, LLC

Name: CENTER FOR TRANSFORMATION & INNOVATION, LLC — CENTER FOR TRANSFORMATION & INNOVATION, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CENTER FOR TRANSFORMATION & INNOVATION, LLC

Form 5500-SF

FILING_RECEIVED

CENTER FOR TRANSFORMATION & INNOVATION, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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.

Decision-maker contacts

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

Plan sponsor

Name

CENTER FOR TRANSFORMATION & INNOVATION, LLC

EIN

45-3980179all filings

Address

7521 PAULA DR · TAMPA, FL · 33685

Phone

(813) 333-1401

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator