Wolf & Company, P.C.'s EIN is 04-2689883.
Download the official 2023 Form 5500 (PDF) for Wolf & Company, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Wolf & Company, P.C.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNY MELLON | 04-1107280 | — | NONE | $227K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares | Other securities | — | — | $11.7M | 18.5% | |
| iShares | Other securities | — | — | $4.1M | 6.5% | |
| iShares | Other securities | — | — | $4.0M | 6.4% | |
| iShares | Other securities | — | — | $3.2M | 5.0% | |
| Commonfund Capital Partners VIII, LP | Other securities | — | — | $1.7M | 2.7% | |
| North Rock Fund, Ltd. | Common Stocks | — | — | $1.7M | 2.6% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $1.2M | 2.0% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $1.2M | 1.9% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $1.1M | 1.8% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $946K | 1.5% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $914K | 1.4% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $900K | 1.4% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $840K | 1.3% | |
| Invesco | Mutual Funds | — | — | $835K | 1.3% | |
| GQG Partners | Other securities | — | — | $803K | 1.3% | |
| Bridge Workforce and Affordable Housing Fund II-R, LP | Other securities | — | — | $777K | 1.2% | |
| NB Secondary Opportunities Fund V, LP | Other securities | — | — | $732K | 1.2% | |
| iShares | Other securities | — | — | $722K | 1.1% | |
| BNY MELLON | Other securities | — | — | $705K | 1.1% | |
| iShares | Other securities | — | — | $608K | 1.0% | |
| King Street Capital, Ltd. | Common Stocks | — | — | $541K | 0.9% | |
| Energy Dynamics Fund, Ltd. | Common Stocks | — | — | $539K | 0.9% | |
| SPDR | Other securities | — | — | $536K | 0.8% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $530K | 0.8% | |
| U.S. Treasury Note | U.S. Treasuries | — | — | $495K | 0.8% | |
| Morgan Stanley | Other securities | — | — | $455K | 0.7% | |
| Prudential Financial | Other securities | — | — | $444K | 0.7% | |
| Anheuser-Busch Inbev | Other securities | — | — | $443K | 0.7% | |
| DuPont de Nemours Inc | Common Stocks | — | — | $442K | 0.7% | |
| Ebay Inc | Common Stocks | — | — | $442K | 0.7% | |
| Bank of America Corp | Common Stocks | — | — | $439K | 0.7% | |
| Oracle Corp | Common Stocks | — | — | $435K | 0.7% | |
| Abbvie Inc | Common Stocks | — | — | $434K | 0.7% | |
| Comcast Corp | Common Stocks | — | — | $432K | 0.7% | |
| HSBC Holdings PLC | Common Stocks | — | — | $431K | 0.7% | |
| Takeda Pharmaceutica | Other securities | — | — | $431K | 0.7% | |
| AT&T Inc | Common Stocks | — | — | $429K | 0.7% | |
| Lloyds Banking Group | Common Stocks | — | — | $428K | 0.7% | |
| Enterprise Products | Other securities | — | — | $427K | 0.7% | |
| Walt Disney Company | Common Stocks | — | — | $426K | 0.7% | |
| Cisco Systems Inc | Common Stocks | — | — | $424K | 0.7% | |
| The Cigna Group | Common Stocks | — | — | $424K | 0.7% | |
| MetLife Inc | Common Stocks | — | — | $421K | 0.7% | |
| Goldman Sachs GRP | Common Stocks | — | — | $420K | 0.7% | |
| Fiserv Inc | Common Stocks | — | — | $420K | 0.7% | |
| Amgen Inc | Common Stocks | — | — | $419K | 0.7% | |
| Fidelity National Information Services Inc | Mutual Funds | — | — | $419K | 0.7% | |
| Cheniere Corpus Christi Holdings | Common Stocks | — | — | $415K | 0.7% | |
| JP Morgan Chase & Co | Common Stocks | — | — | $415K | 0.7% | |
| Pfizer Investment Enterprises | Other securities | — | — | $414K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
