Transform Wealth — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transform Wealth is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $250,014 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $250,014
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $250,014
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Trustees - Colorado Laborers' Health & Welfare Trust Fund For Co | CO | 1 | $190,400 |
| Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc. | WY | 1 | $30,809 |
| Board Of Trustees - Colorado Cement Masons Pension Trust Fund | NM | 1 | $28,805 |
State footprint
Plans reporting Transform Wealth are sponsored in CO (1), NM (1), WY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees - Colorado Laborers' Health & Welfare Trust Fund For Co | Colorado Laborers' Health And Welfare Trust Fund For Colorado | 2023 | $190,400 | not reported in the loaded dataset |
| Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc. | Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund | 2023 | $30,809 | not reported in the loaded dataset |
| Board Of Trustees - Colorado Cement Masons Pension Trust Fund | Colorado Cement Masons Pension Trust Fund | 2023 | $28,805 | not reported in the loaded dataset |
Related Form 5500 pages
- Colorado Laborers' Health And Welfare Trust Fund For Colorado (plan 501)
- Trustees - Colorado Laborers' Health & Welfare Trust Fund For Co — all reported plans
- Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund (plan 001)
- Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc. — all reported plans
- Colorado Cement Masons Pension Trust Fund (plan 001)
- Board Of Trustees - Colorado Cement Masons Pension Trust Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources