· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
A. WOLFE ENTERPRISES, INC. — A. WOLFE ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250331170036NAL0011152546001
A. WOLFE ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
A. WOLFE ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
A. WOLFE ENTERPRISES, INC.
.
Find decision makers
Plan sponsor
Name
A. WOLFE ENTERPRISES, INC.
EIN
26-3954180
Address
105 MCCORMICK COURT · NAPA, CA · 94558
Phone
(707) 258-2993
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
1A · Pay-related DB formula
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
Related plans
Similar-size Professional & Technical Services plans
OGDEN WEALTH MANAGEMENT & PLANNING SERVICES
ROBERT A. OGDEN, CFP, CPA 401(K) PROFIT SHARING PLAN
$1.7M · 5 participants
JS AUDIT GROUP, INC.
JS AUDIT GROUP, INC. SAFE HARBOR 401(K) PLAN
$1.7M · 33 participants
DERENZIS & ASSOCIATES, LLP
DERENZIS & ASSOCIATES, LLP 401(K) PLAN
$1.7M · 11 participants
C. LEWIS TEXAS, LLC
C. LEWIS TEXAS, LLC 401(K) PLAN
$1.7M · 14 participants
IVAN GITTARDI CPA LLC
IVAN GITTARDI CPA LLC 401(K) PROFIT SHARING PLAN & TRUST
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.
$1.7M · 14 participants
BIG SKY RETIREMENT
BIG SKY RETIREMENT 401(K) PLAN
$1.7M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
