How big is Wolff Insurance, Inc.'s plan?

Wolff Insurance, Inc.'s plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20251009091503NAL0003778259001

Wolff Insurance, Inc.

Name: Wolff Insurance, Inc. — Wolff Insurance, Inc. 401(k), Form 5500 (2024)
Creator: Wolff Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolff Insurance, Inc. 401(k) Plan

401(k) retirement plan · Wolff Insurance, Inc.'s Wolff Insurance, Inc. 401(k) Plan held $2.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Wolff Insurance, Inc.'s EIN is 06-0946193.

EIN 06-0946193

Plan number 001

Plan year 2024

ACK ID 20251009091503NAL0003778259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolff Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolff Insurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLFF INSURANCE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score