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Original filing (PDF)20250909094340NAL0020133441001
WOLF, GREENFIELD & SACKS, P.C.
Form 5500
FILING_RECEIVED
WOLF, GREENFIELD & SACKS, P.C. 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
438
Accounts w/ balance
595
Plan assets (EOY)
$213.2M
Net assets (EOY)
$213.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PSA NO. 25 (STABLE VALUE ACCOUNT) (extraction pending)]" is 100% of plan.
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLF, GREENFIELD & SACKS, P.C..
Plan sponsor
Name
WOLF, GREENFIELD & SACKS, P.C.
EIN
04-2613631
Address
600 ATLANTIC AVENUE · BOSTON, MA · 02110
Phone
(617) 720-3500
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $7K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | RETAINED BY CLIENT | $125K | — |
| JOHN HANCOCK RETIREMENT PLAN SRVS | 01-0233346 | — | RETAINED BY EMPLOYER | $106K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | RETAINED BY CLIENT | $21K | — |
Investments
1 direct security · 1 pooled fund· $21.2M(10% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.6M
1 holding
Pooled Separate Account
$10.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: PSA NO. 25 (STABLE VALUE ACCOUNT) (extraction pending)] | — | — | — | $10.6M | 5.0% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $10.6M | 5.0% |
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