Plan Snapshot
- Plan Sponsor: Transforming Age Associates, LLC
- Sponsor EIN: 920770430
- Sponsor Address: 1980 112TH AVENUE NE, SUITE 210, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 1,571
- Total Assets: $15.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,571 | $15.0M | $1.0M | $2.2M |
| 2023 | 1,129 | $3.6M | $249,498 | $562,426 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $20,852 | — | $20,852 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $9,665 | — | $9,665 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,517
- Estimated Expense Ratio: 0.204% 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 | $22,145 | $9,811 | $11,834 | — | — |
| 2023 | $1,175 | $159 | $966 | — | — |