The Wealth Transition Collective (EIN 30-0792751) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $487K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| The Wealth Transition Collective 401(k) and Profit Sharing Plan | 001 | 3 | $487K |
30-0792751 is the Employer Identification Number (EIN) The Wealth Transition Collective reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
