How big is Transformational Advisory Group LLC's plan?

Transformational Advisory Group LLC's plan reported $332K in assets and 15 participants for 2024.

Original filing (PDF)20250604112025NAL0007789491001

Transformational Advisory Group LLC

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

Form 5500-SF

FILING_RECEIVED

Transformational Advisory Group 401(k) Plan

401(k) retirement plan · Transformational Advisory Group LLC's Transformational Advisory Group 401(k) Plan held $332K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

People on this filing

Sarah Rutkas signed Transformational Advisory Group LLC's 2024 Form 5500 as plan administrator.

Sarah Rutkas — 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

Transformational Advisory Group LLC's EIN is 84-3745964.

EIN 84-3745964

Plan number 001

Plan year 2024

ACK ID 20250604112025NAL0007789491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Transformational Advisory Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRANSFORMATIONAL ADVISORY GROUP LLC.

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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