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Original filing (PDF)20251013110236NAL0001163025001
TRANSFORMING AGE ASSOCIATES, LLC
Form 5500
FILING_RECEIVED
TRANSFORMING AGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,571
Accounts w/ balance
479
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANSFORMING AGE ASSOCIATES, LLC.
Plan sponsor
Name
TRANSFORMING AGE ASSOCIATES, LLC
EIN
92-0770430
Address
1980 112TH AVENUE NE, SUITE 210 · BELLEVUE, WA · 98004
Phone
(425) 559-6301
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $21K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $10K | — |
Investments
51 direct securities· $24.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $1.9M | 12.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.9M | 12.7% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $1.8M | 12.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.8M | 12.2% | |
| Fidelity 500 Index Fund | — | — | — | $1.6M | 10.8% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.5M | 10.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.5M | 10.3% | |
| (Held at End of Year) TRANSFORMING AGE 401(K) PLAN EIN#92-0770430 Plan# 001 Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $869K | 5.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $869K | 5.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $813K | 5.4% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $813K | 5.4% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $806K | 5.4% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $806K | 5.4% | |
| DFA International Core Equity Fund | — | — | — | $592K | 4.0% | |
| Dodge and Fox Income Fund | — | — | — | $513K | 3.4% | |
| Voya Financial Fixed Account | — | — | — | $509K | 3.4% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $481K | 3.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $481K | 3.2% | |
| DFA U.S. Large Cap Value Fund | — | — | — | $478K | 3.2% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $353K | 2.4% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $331K | 2.2% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $331K | 2.2% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $291K | 1.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $291K | 1.9% | |
| Vanguard Small-Cap Index Fund | — | — | — | $278K | 1.9% | |
| DFA Emerging Markets Fund | — | — | — | $215K | 1.4% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company | — | — | — | $211K | 1.4% | |
| DFA Inflation-Protected Securities Fund | — | — | — | $211K | 1.4% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $193K | 1.3% | |
| Vangrd ShtTrmInfProtSecIndAdm Registered Investment Company | — | — | — | $172K | 1.1% | |
| Vanguard Short-Term Inflation-Protected Index Fund | — | — | — | $172K | 1.1% | |
| DFA U.S. Sustainability Core Fund | — | — | — | $160K | 1.1% | |
| Thornburg Lmtd Trm Inc Fd R5 Registered Investment Company | — | — | — | $156K | 1.0% | |
| Thornburg Limited Term Income Fund | — | — | — | $156K | 1.0% | |
| Vangrd Sm-Cap Grw Index Fd Adm Registered Investment Company | — | — | — | $153K | 1.0% | |
| Vanguard Real Estate Index Fund | — | — | — | $129K | 0.9% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $105K | 0.7% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $105K | 0.7% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | — | — | — | $76K | 0.5% | |
| DFA International Small Company Fund | — | — | — | $52K | 0.3% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $51K | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $51K | 0.3% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Registered Investment Company | — | — | — | $49K | 0.3% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $22K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $22K | 0.1% | |
| DFA U.S. Micro Cap Fund | — | — | — | $18K | 0.1% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $8K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $7K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $5K | <0.1% | |
| Voya Financial Government Money Market Fund | — | — | — | $5K | <0.1% |
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