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THE WEALTH TRANSFER GROUP INC

EIN 59-2392678-financial services-Latest filing 2025
Plans
1
Retirement
1
$570K assets
Welfare
0
Participants
2
1980 N ATLANTIC AVE STE 514 - COCOA BEACH, FL 329313273321-507-4223wealth-transfer.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$570K - 2 part

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Retirement#001

WEALTH TRANSFER GROUP PROFIT SHARING PLAN

ProfitSharing

Assets$570K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTH TRANSFER GROUP PROFIT SHARING PLANProfitSharing$570K22025
Retirement plans
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