How big is Wolfe Financial Inc.'s plan?

Wolfe Financial Inc.'s plan reported $5.9M in assets and 85 participants for 2024.

Original filing (PDF)20250729141207NAL0003430145001

Wolfe Financial Inc.

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

Form 5500-SF

FILING_RECEIVED

Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Wolfe Financial Inc.'s Wolfe Financial, Inc. 401(k) Profit Sharing Plan and Trust held $5.9M in plan assets for 85 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Wolfe Financial Inc.'s EIN is 26-2429669.

EIN 26-2429669

Plan number 001

Plan year 2024

ACK ID 20250729141207NAL0003430145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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