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THE WEALTH TRANSITION COLLECTIVE 401(k) Plan

What public Form 5500 filings show about the THE WEALTH TRANSITION COLLECTIVE 401(k) plan — and how to find and check your own account.

Plan assets
$487K
Participants
3
Plans on file
1

The THE WEALTH TRANSITION COLLECTIVE 401(k) on its latest Form 5500

THE WEALTH TRANSITION COLLECTIVE (EIN 30-0792751) reports THE WEALTH TRANSITION COLLECTIVE 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $487K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full THE WEALTH TRANSITION COLLECTIVE filing — schedules, fees, and providers.

Who runs the THE WEALTH TRANSITION COLLECTIVE 401(k)?

THE WEALTH TRANSITION COLLECTIVE’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask THE WEALTH TRANSITION COLLECTIVEHR for the recordkeeper’s name and login.

How to check your THE WEALTH TRANSITION COLLECTIVE 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE WEALTH TRANSITION COLLECTIVE HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: THE WEALTH TRANSITION COLLECTIVE — all Form 5500 filings (EIN 30-0792751) · Massachusetts employer EIN lookup · Form 5500 search
THE WEALTH TRANSITION COLLECTIVE 401(k) Plan — Form 5500