How big is Wolfe Financial Management LLC's plan?

Wolfe Financial Management LLC's plan reported $879K in assets and 4 participants for 2025.

Original filing (PDF)20260427101022NAL0018578914001

Wolfe Financial Management LLC

Name: Wolfe Financial Management LLC — Wolfe Financial, Form 5500 (2025)
Creator: Wolfe Financial Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfe Financial Management 401(k) Plan

401(k) retirement plan · Wolfe Financial Management LLC's Wolfe Financial Management 401(k) Plan held $879K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

JOAN Wolfe signed Wolfe Financial Management LLC's 2025 Form 5500 as plan administrator.

JOAN Wolfe — 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

Wolfe Financial Management LLC's EIN is 26-0010294.

EIN 26-0010294

Plan number 001

Plan year 2025

ACK ID 20260427101022NAL0018578914001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wolfe Financial Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wolfe Financial Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLFE FINANCIAL MANAGEMENT LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WOLFE FINANCIAL MANAGEMENT LLC

EIN

all filings

Address

1515 INTERNATIONAL PKWY., ST. 1025 · LAKE MARY, FL · 32746

Phone

(407) 333-0355

Industry

Professional & Technical Services

Plan administrator