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Basic Capital
Clean filing

Trusted Transformations Inc.

87-3442752· Honey Brook, PA· 2025 filing· vs 7,434 plans your size in your industry
F
0/100
Overall grade

Falling behind on most measures.

F
Fees
estimated
F
Financial Wellness
F
Plan design
A
Compliance
Fees
Estimated · fees not public

We estimate 110 bps all-in for a plan this size, covering AUA, per-employee, and admin costs.

F
cheaper100th percentilepricier
Financial Wellness

Below-average savings. Employees put away $0/employee a year. That's less than 89% of similar plans.

F
lower11th percentilehigher
Plan design

Good base, but no automatic enrollment. That's the top thing to add.

F
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Profit sharing
The employer also makes profit-sharing contributions on top of the match.
No automatic enrollment
Employees have to opt in themselves. Auto-enrollment is the easiest way to lift participation, and most newly started plans are now required to include it.
Not safe harbor
The plan has to pass annual IRS nondiscrimination testing, which can cap what owners and higher earners are allowed to contribute.
Brokerage window
Employees can invest beyond the core fund menu through a self-directed brokerage account.
No Mega Backdoor Roth
High earners are capped at the standard contribution limit. A Mega Backdoor Roth lets them save well past it with after-tax dollars converted to Roth, and it's one of the most-requested features at competitive companies.
Compliance & health

Clean filing. No compliance issues found.

A
Clean filing
Deposits on time, testing passed, no red flags. The latest filing came back clean.
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Recordkeeper
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Key insights

  • Strongest area: compliance & health. Clean filing. No compliance issues found.
  • Best place to improve: fees. We estimate 110 bps all-in for a plan this size, covering AUA, per-employee, and admin costs.
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