How big is Wolf Wallenstein, a Professional Corporation's plan?

Wolf Wallenstein, a Professional Corporation's plan reported $2.1M in assets and 12 participants for 2024.

Original filing (PDF)20251006204704NAL0002135443005

Wolf Wallenstein, a Professional Corporation

Name: Wolf Wallenstein, a Professional Corporation — Form 5500 Plan 001 (2024)
Creator: Wolf Wallenstein, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolf Wallenstein & Abrams, APC 401(k) Profit Sharing Plan

401(k) retirement plan · Wolf Wallenstein, a Professional Corporation's Wolf Wallenstein & Abrams, APC 401(k) Profit Sharing Plan held $2.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Wolf Wallenstein, a Professional Corporation's EIN is 30-0055376.

EIN 30-0055376

Plan number 001

Plan year 2024

ACK ID 20251006204704NAL0002135443005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolf Wallenstein, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolf Wallenstein, a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLF WALLENSTEIN, A PROFESSIONAL CORPORATION.

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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