P 401(k) Plan Report

Stable plan record

THE WEALTH TRANSITION COLLECTIVE 401(K) AND PROFIT SHARING PLAN

Sponsored by THE WEALTH TRANSITION COLLECTIVE · EIN/PN 300792751-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,115
Administrative cost per participant
2025
$43
Active participants
2025
2
Total plan assets
2025
$353,413
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706125618NAL00180350730012$3,115
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.