How big is 360 Transformation's plan?

360 Transformation's plan reported $7K in assets and 2 participants for 2024.

Original filing (PDF)20251015025035NAL0007718210001

360 Transformation

Name: 360 Transformation — 360 Transformation 403(b) Plan, Form 5500 (2024)
Creator: 360 Transformation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

360 Transformation 403(b) Plan

403(b) retirement plan · 360 Transformation's 360 Transformation 403(b) Plan held $7K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Kimberly Atwood Lepse signed 360 Transformation's 2024 Form 5500 as plan administrator.

Kimberly Atwood Lepse — 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

360 Transformation's EIN is 87-1343407.

EIN 87-1343407

Plan number 001

Plan year 2024

ACK ID 20251015025035NAL0007718210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 360 Transformation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

360 Transformation's plan includes automatic enrollment, 403(b) custodial accounts, 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 360 TRANSFORMATION.

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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