How big is Transformation Capital's plan?

Transformation Capital's plan reported $2.3M in assets and 23 participants for 2024.

Original filing (PDF)20250709125425NAL0007618384001

Transformation Capital

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

Form 5500-SF

FILING_RECEIVED

Transformation Capital 401(k) Plan

401(k) retirement plan · Transformation Capital's Transformation Capital 401(k) Plan held $2.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Kevin Brown signed Transformation Capital's 2024 Form 5500 as plan administrator.

Kevin Brown — 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

Transformation Capital's EIN is 84-2649491.

EIN 84-2649491

Plan number 001

Plan year 2024

ACK ID 20250709125425NAL0007618384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transformation Capital's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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