How big is Wolfe & Wyman LLP's plan?

Wolfe & Wyman LLP's plan reported $4.5M in assets and 10 participants for 2024.

Original filing (PDF)20250902181639NAL0014517601001

Wolfe & Wyman LLP

Name: Wolfe & Wyman LLP — Wolfe & Wyman LLP 401(k) Profit, Form 5500 (2024)
Creator: Wolfe & Wyman LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfe & Wyman LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Wolfe & Wyman LLP's Wolfe & Wyman LLP 401(k) Profit Sharing Plan held $4.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Wolfe & Wyman LLP's EIN is 33-0641728.

EIN 33-0641728

Plan number 002

Plan year 2024

ACK ID 20250902181639NAL0014517601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wolfe & Wyman LLP'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 WOLFE & WYMAN LLP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WOLFE & WYMAN LLP

EIN

all filings

Address

2212 DUPONT DRIVE · IRVINE, CA · 926127531

Phone

(949) 475-9200

Industry

Law Offices· Professional & Technical Services

Plan administrator