Plan Snapshot
- Plan Sponsor: Transformational Returns, INC
- Sponsor EIN: 473782023
- Sponsor Address: 2105 BIGHORN DR., SUITE 104, FORT COLLINS, CO, 80525
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $416,018
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $416,018 | $0 | $0 |
| 2023 | 5 | $71,852 | $0 | $0 |
| 2022 | 8 | $35,124 | $0 | $0 |