How big is Transformations, Inc.'s plan?

Transformations, Inc.'s plan reported $1.3M in assets and 16 participants for 2024.

Original filing (PDF)20250313155848NAL0033221808001

Transformations, Inc.

Name: Transformations, Inc. — Transformations, Inc. 401(k), Form 5500 (2024)
Creator: Transformations, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transformations, Inc. 401(k) Plan

401(k) retirement plan · Transformations, Inc.'s Transformations, Inc. 401(k) Plan held $1.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Wendi Newton signed Transformations, Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Transformations, Inc.'s EIN is 62-1366751.

EIN 62-1366751

Plan number 001

Plan year 2024

ACK ID 20250313155848NAL0033221808001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transformations, Inc.'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 TRANSFORMATIONS, INC..

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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