Original filing (PDF)20250512123916NAL0038563586001

WOLFE FINANCIAL MANAGEMENT LLC

Name: WOLFE FINANCIAL MANAGEMENT LLC — WOLFE FINANCIAL MANAGEMENT 401K PLAN, Form 5500 (2024)
Creator: WOLFE FINANCIAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

WOLFE FINANCIAL MANAGEMENT 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$963K

Net assets (EOY)

$963K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLFE FINANCIAL MANAGEMENT LLC.

Plan sponsor

Name

WOLFE FINANCIAL MANAGEMENT LLC

EIN

26-0010294

Address

1515 INTERNATIONAL PKWY., SUITE 102 · LAKE MARY, FL · 32746

Phone

(407) 333-0355

Industry

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

2025-05-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 providers

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