# Center For Transforming Lives 401(k) Plan
Source: https://planprovider.pro/companies/center-for-transforming-lives-750829389-001

> Center For Transforming Lives's 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Center For Transforming Lives

- **Sponsor EIN:** 750829389

- **Sponsor Address:** 512 WEST 4TH STREET, FORT WORTH, TX, 76102

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 171

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|171|$3.0M|$371,820|$244,996|

| 2023|143|$2.6M|$336,399|$234,175|

| 2022|135|$1.9M|$279,049|$179,199|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH PIERCE FENNER & SMITH|Recordkeeper|$13,902|—|$13,902|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,902

- **Estimated Expense Ratio:** 0.457% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$16,219|$6,951|$2,317|—|—|

| 2023|$15,076|—|—|—|—|

| 2022|$8,470|$2,487|$3,496|—|$2,487|

## Similar Plans

- [Sps Poolcare](https://planprovider.pro/companies/sps-poolcare-plan) — 660 participants

- [Milk + Honey Holdings, LLC](https://planprovider.pro/companies/milk-honey-holdings-llc-401k-plan) — 536 participants

- [Removery, LLC](https://planprovider.pro/companies/removery-llc-401k-plan) — 346 participants

- [Removery, LLC](https://planprovider.pro/companies/removery-llc-833753779-501) — 301 participants

- [Sa Serenity Now, INC.](https://planprovider.pro/companies/sa-serenity-now-inc-401k-plan) — 49 participants

- [Cab Texas Spas, INC.](https://planprovider.pro/companies/cab-texas-spas-inc-plan) — 33 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/center-for-transforming-lives-750829389-001)

© 2026 PlanProvider.Pro