Plan Snapshot
- Plan Sponsor: Transform Midco LLC
- Sponsor EIN: 833374195
- Sponsor Address: 5407 TRILLIUM BLVD., HOFFMAN ESTATES, IL, 60192
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $213.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $213.6M | $0 | $0 |
| 2023 | 0 | $201.6M | $0 | $0 |
| 2022 | 0 | $189.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $325,852 | — | $325,852 |
| STATE STREET BANK AND TRUST COMPANY | Other Service Provider | $158,005 | — | $158,005 |
| TOWERS WATSON INVESTMENT SERVICES | Other Service Provider | $150,000 | — | $150,000 |
| SIKICH LLP | Other Service Provider | $12,900 | — | $12,900 |
| BANCO POPULAR DE PUERTO RICO | Other Service Provider | $10,713 | — | $10,713 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $657,470
- Estimated Expense Ratio: 0.308% 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 | $710,199 | $150,000 | $36,422 | $12,900 | — |
| 2023 | $797,986 | $150,000 | $156,959 | $23,000 | — |
| 2022 | $810,962 | $150,000 | $464,014 | — | $20,715 |