How big is Wolfe & Jacobson, Ltd.'s plan?

Wolfe & Jacobson, Ltd.'s plan reported $7.2M in assets and 12 participants for 2025.

Original filing (PDF)20260430104834NAL0018300160001

Wolfe & Jacobson, Ltd.

Name: Wolfe & Jacobson, Ltd. — Wolfe & Jacobson, Ltd., Form 5500 (2025)
Creator: Wolfe & Jacobson, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfe & Jacobson, Ltd. Profit Sharing Plan

401(k) retirement plan · Wolfe & Jacobson, Ltd.'s Wolfe & Jacobson, Ltd. Profit Sharing Plan held $7.2M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

David Wolfe signed Wolfe & Jacobson, Ltd.'s 2025 Form 5500 as plan administrator.

David Wolfe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wolfe & Jacobson, Ltd.'s EIN is 36-4409236.

EIN 36-4409236

Plan number 001

Plan year 2025

ACK ID 20260430104834NAL0018300160001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wolfe & Jacobson, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wolfe & Jacobson, Ltd.'s plan includes profit-sharing, a self-directed brokerage window, 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 & JACOBSON, LTD..

Finding similar companies…

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 (93rd percentile).

Plan sponsor

Name

WOLFE & JACOBSON, LTD.

EIN

all filings

Address

227 WEST MONROE STREET · SUITE 1801 · CHICAGO, IL · 60606

Phone

(312) 855-0500

Industry

Law Offices· Professional & Technical Services

Plan administrator