Original filing (PDF)20250917071404NAL0000291010001

Wealth Transfer Solutions, Inc. DBA Scott Keffer International

Name: Wealth Transfer Solutions, Inc. DBA Scott Keffer International — Form 5500 Plan 001 (2024)
Creator: Wealth Transfer Solutions, Inc. DBA Scott Keffer International
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Keffer Intl 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Wealth Transfer Solutions, Inc. DBA Scott Keffer International's Scott Keffer Intl 401(k) Profit Sharing Plan and Trust held $514K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$514K

Net assets (EOY)

$514K

People on this filing

Scott Keffer signed Wealth Transfer Solutions, Inc. DBA Scott Keffer International's 2024 Form 5500 as plan administrator.

Scott Keffer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wealth Transfer Solutions, Inc. DBA Scott Keffer International's EIN is 25-1763913.

EIN 25-1763913

Plan number 001

Plan year 2024

ACK ID 20250917071404NAL0000291010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Transfer Solutions, Inc. DBA Scott Keffer International from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Transfer Solutions, Inc. DBA Scott Keffer International's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH TRANSFER SOLUTIONS, INC. DBA SCOTT KEFFER INTERNATIONAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score