Plan Snapshot
- Plan Sponsor: Transform Midco LLC
- Sponsor EIN: 833374195
- Sponsor Address: 5407 TRILLIUM BLVD., HOFFMAN ESTATES, IL, 60192
- Plan Type: 401(k)
- Total Participants: 4,381
- Total Assets: $212.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 4,381 | $212.1M | $1.1M | $9.2M |
| 2023 | 5,375 | $200.4M | $752,143 | $9.5M |
| 2022 | 5,831 | $188.5M | $0 | $10.8M |
| 2021 | 7,358 | $241.5M | $0 | $0 |
| 2020 | 11,083 | $232.1M | $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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2021 | — | — | — | — | — |
| 2020 | — | — | — | — | — |