How big is Wolf and Osborne, Ltd.'s plan?

Wolf and Osborne, Ltd.'s plan reported $660K in assets and 16 participants for 2025.

Original filing (PDF)20260421102911NAL0002464881001

Wolf and Osborne, Ltd.

Name: Wolf and Osborne, Ltd. — Kevin Wolf Retirement Plan, Form 5500 (2025)
Creator: Wolf and Osborne, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin Wolf Retirement Plan

401(k) retirement plan · Wolf and Osborne, Ltd.'s Kevin Wolf Retirement Plan held $660K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$660K

Net assets (EOY)

$660K

Plan identifiers

Wolf and Osborne, Ltd.'s EIN is 37-1165411.

EIN 37-1165411

Plan number 001

Plan year 2025

ACK ID 20260421102911NAL0002464881001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wolf and Osborne, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wolf and Osborne, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 AND OSBORNE, LTD..

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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