# Transform Midco LLC 401(k) Plan
Source: https://planprovider.pro/companies/transform-midco-llc-833374195-004

> Transform Midco LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — 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|

## Similar Plans

- [Mcdonalds Licensees Health And Welfare Trust](https://planprovider.pro/companies/mcdonalds-licensees-health-and-welfare-trust-367112271-501) — 20,809 participants

- [Pharmacann Usa](https://planprovider.pro/companies/pharmacann-usa-923330222-501) — 1,717 participants

- [Labor Network, INC.](https://planprovider.pro/companies/labor-network-inc-363988477-501) — 304 participants

- [Overture Promotions INC.](https://planprovider.pro/companies/overture-promotions-inc-401k-plan) — 257 participants

- [Darwill, INC.](https://planprovider.pro/companies/darwill-inc-362516066-504) — 252 participants

- [Tmf Plastic Solutions](https://planprovider.pro/companies/tmf-plastic-solutions-364388483-501) — 198 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/transform-midco-llc-833374195-004)

© 2026 PlanProvider.Pro