Plan Ledger DOL Form 5500 · updated monthly

Transforming Age Associates, LLC401(k)

TRANSFORMING AGE 401(K) PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Transforming Age Associates, LLC reported $22,145 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $648 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 851st-largest of 1,714 plans among Washington employers on file, and the 4,495th of 11,911 in health care & social assistance. In 2024, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,989,635
Participants with balances479
Active participants1,571
Employer contributions$1,018,127
Employee contributions$2,199,523
Employer contribution per active participant$648
Average account balance$31,294
Benefits paid to participants$821,120
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,834
Investment management$9,811
Total administrative$22,145
The Transforming Age Associates, LLC 401(k) match · 2024
Employer contribution per active participant$648
Median for plans this size$1,313

Transforming Age Associates, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$9,665

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$22,145 · 0.24%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Cowlitz Indian Tribe WA$15.9M · 0.69%
Tri-Cities Community Health WA$14.8M · 0.50%
Body Contour Centers, LLC WA$14.3M · 1.45%
Seattle Indian Health Board WA$14.1M · 0.09%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 920770430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.