What public Form 5500 filings show about the Wolfe Financial Inc. 401(k) plan — and how to find and check your own account.
Wolfe Financial Inc. (EIN 26-2429669) reports WOLFE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $5.9M in plan assets across 85 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 Wolfe Financial Inc. filing — schedules, fees, and providers.
Wolfe Financial Inc.’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 Wolfe Financial Inc.HR for the recordkeeper’s name and login.
