Original filing (PDF)20251028125916NAL0011419616001

THE WEALTH TRANSFER GROUP INC

Name: THE WEALTH TRANSFER GROUP INC — WEALTH TRANSFER GROUP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE WEALTH TRANSFER GROUP INC

Form 5500-SF

FILING_RECEIVED

WEALTH TRANSFER GROUP PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE WEALTH TRANSFER GROUP INC

EIN

59-2392678all filings

Address

1980 N ATLANTIC AVE STE 514 · COCOA BEACH, FL · 329313273

Phone

(321) 507-4223

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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