How big is Transform Wealth's plan?

Transform Wealth's plan reported $398K in assets and 26 participants for 2024.

Original filing (PDF)20250730064508NAL0006031568001

Transform Wealth

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

Form 5500-SF

FILING_RECEIVED

Transform Wealth 401(k) Plan

401(k) retirement plan · Transform Wealth's Transform Wealth 401(k) Plan held $398K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$398K

Net assets (EOY)

$398K

People on this filing

Laurie Allen signed Transform Wealth's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Transform Wealth's EIN is 81-1683097.

EIN 81-1683097

Plan number 001

Plan year 2024

ACK ID 20250730064508NAL0006031568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transform Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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