# Transformational Returns, INC 401(k) Plan
Source: https://planprovider.pro/companies/transformational-returns-inc-401k-plan

> Transformational Returns, INC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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