How big is Transfer Flow, Inc.'s plan?

Transfer Flow, Inc.'s plan reported $3.6M in assets and 72 participants for 2023.

Original filing (PDF)20250415112503NAL0001400515001

Transfer Flow, Inc.

Name: Transfer Flow, Inc. — Transfer Flow, Inc. 401(k), Form 5500 (2023)
Creator: Transfer Flow, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transfer Flow, Inc. 401(k) Plan

401(k) retirement plan · Transfer Flow, Inc.'s Transfer Flow, Inc. 401(k) Plan held $3.6M in plan assets for 72 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

LISA Johnson signed Transfer Flow, Inc.'s 2023 Form 5500 as plan administrator.

LISA Johnson — 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

Transfer Flow, Inc.'s EIN is 94-2885717.

EIN 94-2885717

Plan number 002

Plan year 2023

ACK ID 20250415112503NAL0001400515001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Transfer Flow, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Transfer Flow, Inc.'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 TRANSFER FLOW, INC..

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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