How big is Transform Midco LLC's plan?

Transform Midco LLC's plan reported $2.8M in assets and 162 participants for 2024.

Original filing (PDF)20251010090822NAL0018048242001

Transform Midco LLC

Name: Transform Midco LLC — Transform Puerto Rico Savings, Form 5500 (2024)
Creator: Transform Midco LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transform Puerto Rico Savings Plan

401(k) retirement plan · Transform Midco LLC's Transform Puerto Rico Savings Plan held $2.8M in plan assets for 162 participants in 2024.

Signals · 1

No auditor on file

Active participants

162

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Transform Midco LLC's EIN is 83-3374195.

EIN 83-3374195

Plan number 003

Plan year 2024

ACK ID 20251010090822NAL0018048242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transform Midco LLC'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 TRANSFORM MIDCO LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score