Original filing (PDF)20251009171438NAL0007373441001

Deborah Kennard, LLC DBA Personal Transformation

Name: Deborah Kennard, LLC DBA Personal Transformation — Form 5500 Plan 001 (2024)
Creator: Deborah Kennard, LLC DBA Personal Transformation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Deborah Kennard, LLC DBA Personal Transformation Institute Cash Balance Plan

Defined-benefit pension plan · Deborah Kennard, LLC DBA Personal Transformation's Deborah Kennard, LLC DBA Personal Transformation Institute Cash Balance Plan held $507K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$507K

Net assets (EOY)

$507K

Plan identifiers

Deborah Kennard, LLC DBA Personal Transformation's EIN is 76-0781282.

EIN 76-0781282

Plan number 001

Plan year 2024

ACK ID 20251009171438NAL0007373441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Deborah Kennard, LLC DBA Personal Transformation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Deborah Kennard, LLC DBA Personal Transformation's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEBORAH KENNARD, LLC DBA PERSONAL TRANSFORMATION.

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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 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