How big is James S. Wolfson's plan?

James S. Wolfson's plan reported $642K in assets and 4 participants for 2024.

Original filing (PDF)20250927181859NAL0013258067001

James S. Wolfson

Name: James S. Wolfson — James S. Wolfson 401(k) Profit, Form 5500 (2024)
Creator: James S. Wolfson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James S. Wolfson 401(k) Profit Sharing Plan

401(k) retirement plan · James S. Wolfson's James S. Wolfson 401(k) Profit Sharing Plan held $642K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

Plan identifiers

James S. Wolfson's EIN is 27-4782456.

EIN 27-4782456

Plan number 001

Plan year 2024

ACK ID 20250927181859NAL0013258067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James S. Wolfson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

JAMES S. WOLFSON

EIN

all filings

Address

100 WILLIAM STREET, SUITE 300 · WELLESLEY, MA · 02481

Phone

(781) 239-2060

Industry

Finance & Insurance

Plan administrator