WOLF AND OSBORNE, LTD. 401(k) Plan
What public Form 5500 filings show about the WOLF AND OSBORNE, LTD. 401(k) plan — and how to find and check your own account.
The WOLF AND OSBORNE, LTD. 401(k) on its latest Form 5500
WOLF AND OSBORNE, LTD. (EIN 37-1165411) reports KEVIN WOLF RETIREMENT PLAN on its most recent Form 5500, with $443K in plan assets across 17 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 OSBORNE, LTD. filing — schedules, fees, and providers.
Who runs the WOLF AND OSBORNE, LTD. 401(k)?
WOLF AND OSBORNE, LTD.’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 OSBORNE, LTD.HR for the recordkeeper’s name and login.
How to check your WOLF AND OSBORNE, LTD. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WOLF AND OSBORNE, LTD. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).