What public Form 5500 filings show about the Wolf and Associates Certified 401(k) plan — and how to find and check your own account.
Wolf and Associates Certified (EIN 93-4576308) reports WOLF AND ASSOCIATES CERTIFIED 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $51K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Wolf and Associates Certified filing — schedules, fees, and providers.
Wolf and Associates Certified’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Wolf and Associates CertifiedHR for the recordkeeper’s name and login.
