How big is Transformations Counseling PLLC's plan?

Transformations Counseling PLLC's plan reported $279K in assets and 9 participants for 2024.

Original filing (PDF)20250609141350NAL0024487152001

Transformations Counseling PLLC

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

Form 5500-SF

FILING_RECEIVED

Transformations 401(k) Plan

401(k) retirement plan · Transformations Counseling PLLC's Transformations 401(k) Plan held $279K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

Plan identifiers

Transformations Counseling PLLC's EIN is 83-0650976.

EIN 83-0650976

Plan number 001

Plan year 2024

ACK ID 20250609141350NAL0024487152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transformations Counseling PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 COUNSELING PLLC.

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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