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Original filing (PDF)20250710112038NAL0005464609001

WOLF & COMPANY, P.C.

Form 5500
FILING_RECEIVED
WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
178
Accounts w/ balance
—
Plan assets (EOY)
$63.3M
Net assets (EOY)
$63.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 36 bps in Schedule C fees — 124% above peer band of 16 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLF & COMPANY, P.C..
Plan sponsor
Name
WOLF & COMPANY, P.C.
EIN
04-2689883
Address
255 STATE STREET · BOSTON, MA · 02109
Phone
(617) 428-5441
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
SANSIVERI, KIMBALL & CO., LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
BNY MELLON04-1107280—NONE$227K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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