How big is Stephanie Wolman OD PC's plan?

Stephanie Wolman OD PC's plan reported $437K in assets and 5 participants for 2024.

Original filing (PDF)20250507133643NAL0024053970001

Stephanie Wolman OD PC

Name: Stephanie Wolman OD PC — Stephanie Wolman OD PC, Form 5500 (2024)
Creator: Stephanie Wolman OD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephanie Wolman OD PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stephanie Wolman OD PC's Stephanie Wolman OD PC 401(k) Profit Sharing Plan & Trust held $437K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$437K

Net assets (EOY)

$437K

People on this filing

Stephanie Wolman signed Stephanie Wolman OD PC's 2024 Form 5500 as plan administrator.

Stephanie Wolman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stephanie Wolman OD PC's EIN is 20-1912866.

EIN 20-1912866

Plan number 001

Plan year 2024

ACK ID 20250507133643NAL0024053970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephanie Wolman OD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephanie Wolman OD PC'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 STEPHANIE WOLMAN OD PC.

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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

Knocking points off