Back to filter
Original filing (PDF)20250818123904NAL0000634179001
WOLF, BALDWIN & ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
WOLF, BALDWIN & ASSOCIATES, PC 401(K) P/S PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
23
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLF, BALDWIN & ASSOCIATES, PC.
Plan sponsor
Name
WOLF, BALDWIN & ASSOCIATES, PC
EIN
23-2985088
Address
800 EAST HIGH STREETP.O. BOX 444 · POTTSTOWN, PA · 19464
Phone
(610) 323-7436
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
SCHROEDER, MAUNDRELL, BARBIERE & POWERS
SCHROEDER, MAUNDRELL, BARBIERE & POWERS 401(K) PROFIT SHARING PL
$4.6M · 16 participants
MARK C LADENDORF ATTORNEY AT LAW PC DBA LADENDORF LAW
LADENDORF LAW 401(K) PLAN
$4.6M · 8 participants
JAMES J. BIANCO, JR., P.A
JAMES J. BIANCO, JR., P.A. 401(K) PROFIT SHARING PLAN AND TRUST
$4.6M · 6 participants
TAYLOR, SIEMENS, ELLIOTT, ET AL
TAYLOR, SIEMENS, ELLIOTT, CREEDY LYLE P.C. 401(K) PSP PLAN
$4.6M · 15 participants
LOTT & SEARCY, LLP
LOTT & SEARCY, LLP 401(K) PROFIT SHARING PLAN
$4.6M · 4 participants
SAALFIELD SHAD, P.A.
SAALFIELD SHAD, P.A. 401(K) AND PROFIT SHARING PLAN
$4.6M · 36 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B