Transforming Age Associates 401(k) match, vesting and fees
What Transforming Age Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Transforming Age Associates: employer contribution per participant | $2,126 | |
| Peer median | $1,468 |
| Transforming Age Associates: average balance | $31,294 | |
| Peer median | $37,786 |
| Transforming Age Associates: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.6M at the end of plan year 2023 to $15M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,641 | $15M | $1M | $2,126 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 1,169 | $3.6M | $249K | $723 | 0.06% | Not published | Form 5500 ↗ |
Common questions
Does Transforming Age Associates match 401(k) contributions?
The match terms for the Transforming Age 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $2,126 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Transforming Age Associates 401(k) match vested?
The vesting schedule for the Transforming Age 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Transforming Age Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Transforming Age Associates, LLC.
I left Transforming Age Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Transforming Age Associates, LLC, (425) 559-6301) or the recordkeeper, Voya Retirement Insurance & Annuity. The Transforming Age Associates old 401(k) page lists the contacts from every plan filing. Find an old Transforming Age Associates 401(k)
Data from the public Form 5500 annual reports Transforming Age Associates filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Transforming Age Associates. Not financial advice. Report a correction · Methodology