Back to filter
Original filing (PDF)20251010090529NAL0007845009001
TRANSFORM MIDCO LLC
Form 5500
FILING_RECEIVED
TRANSFORM 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
4,381
Accounts w/ balance
2,447
Plan assets (EOY)
$212.1M
Net assets (EOY)
$212.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "[DFE: TRANSFORM MIDCO LLC SAVINGS PLAN MASTER TRUST (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSFORM MIDCO LLC.
Plan sponsor
Name
TRANSFORM MIDCO LLC
EIN
83-3374195
Address
5407 TRILLIUM BLVD. · SUITE B120 · HOFFMAN ESTATES, IL · 60192
Phone
(847) 286-2500
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $210.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSFORM MIDCO LLC SAVINGS PLAN MT TRANSFORM MIDCO LLC · EIN 83-3374195 / PN 004 | Master Trust | — | — | $210.8M | 99.4% |
Related plans
Similar-size Retail Trade plans
TRANSFORM MIDCO LLC
TRANSFORM 401(K) SAVINGS PLAN
$200.4M · 5,375 participants
AARON'S, LLC
AARON'S 401(K) RETIREMENT PLAN
$186.0M · 7,969 participants
WALMART INC.
WALMART PUERTO RICO 401(K) PLAN
$180.2M · 11,133 participants
FLEET FARM WHOLESALE SUPPLY COMPANY, LLC
FLEET FARM 401(K)PLAN
$144.4M · 4,937 participants
COSTCO WHOLESALE CORPORATION
COSTCO PUERTO RICO RETIREMENT PLAN
$127.2M · 1,340 participants
BI-MART CORPORATION
BI-MART CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN
$107.0M · 2,446 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B