How big is The Wealth Transition Collective's plan?

The Wealth Transition Collective's plan reported $487K in assets and 3 participants for 2024.

Original filing (PDF)20250512101017NAL0017105153001

The Wealth Transition Collective

Name: The Wealth Transition Collective — The Wealth, Form 5500 (2024)
Creator: The Wealth Transition Collective
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wealth Transition Collective 401(k) and Profit Sharing Plan

401(k) retirement plan · The Wealth Transition Collective's The Wealth Transition Collective 401(k) and Profit Sharing Plan held $487K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

People on this filing

GREG Sheehan signed The Wealth Transition Collective's 2024 Form 5500 as plan administrator.

GREG Sheehan — 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

The Wealth Transition Collective's EIN is 30-0792751.

EIN 30-0792751

Plan number 001

Plan year 2024

ACK ID 20250512101017NAL0017105153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wealth Transition Collective from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wealth Transition Collective's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WEALTH TRANSITION COLLECTIVE.

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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