What public Form 5500 filings show about the Wealth Transfer Solutions, Inc. DBA Scott Keffer International 401(k) plan — and how to find and check your own account.
Wealth Transfer Solutions, Inc. DBA Scott Keffer International (EIN 25-1763913) reports SCOTT KEFFER INTL 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $514K in plan assets across 6 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 Wealth Transfer Solutions, Inc. DBA Scott Keffer International filing — schedules, fees, and providers.
Wealth Transfer Solutions, Inc. DBA Scott Keffer International’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 Wealth Transfer Solutions, Inc. DBA Scott Keffer InternationalHR for the recordkeeper’s name and login.
