How big is Transformative Health and Wellness, LLC's plan?

Transformative Health and Wellness, LLC's plan reported $234K in assets and 9 participants for 2024.

Original filing (PDF)20250423220518NAL0004270083071

Transformative Health and Wellness, LLC

Name: Transformative Health and Wellness, LLC — Form 5500 Plan 001 (2024)
Creator: Transformative Health and Wellness, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transformative Health and Wellness 401(k) Plan

401(k) retirement plan · Transformative Health and Wellness, LLC's Transformative Health and Wellness 401(k) Plan held $234K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

Plan identifiers

Transformative Health and Wellness, LLC's EIN is 88-1740197.

EIN 88-1740197

Plan number 001

Plan year 2024

ACK ID 20250423220518NAL0004270083071

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Transformative Health and Wellness, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Transformative Health and Wellness, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRANSFORMATIVE HEALTH AND WELLNESS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TRANSFORMATIVE HEALTH AND WELLNESS, LLC

EIN

all filings

Address

1300 NW HARRISON BLVD · CORVALLIS, OR · 97330

Phone

(541) 227-6388

Industry

Health Care & Social Assistance

Plan administrator