Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CENTER FOR TRANSFORMATION & INNO
EIN 45-3980179religious institutionsLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CENTER FOR TRANSFORMATION & INNOVATION, LLC EMPLOYEE SAVINGS
401k
Assets$1.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CENTER FOR TRANSFORMATION & INNOVATION, LLC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CENTER FOR TRANSFORMATION & INNOVATION, LLC EMPLOYEE SAVINGS | 401k | $1.7M | 12 | 2024 | |
| 002 | CENTER FOR TRANSFORMATION & INNOVATION, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 12 | 2024 |
Retirement plans