How big is Wolff Financial Management, LLC's plan?

Wolff Financial Management, LLC's plan reported $2.1M in assets and 5 participants for 2024.

Original filing (PDF)20250721084645NAL0002537266001

Wolff Financial Management, LLC

Name: Wolff Financial Management, LLC — Wolff Financial, Form 5500 (2024)
Creator: Wolff Financial Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolff Financial Management, 401(k) Plan

401(k) retirement plan · Wolff Financial Management, LLC's Wolff Financial Management, 401(k) Plan held $2.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Matthew Wolff signed Wolff Financial Management, LLC's 2024 Form 5500 as plan administrator.

Matthew Wolff — 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

Wolff Financial Management, LLC's EIN is 40-0024580.

EIN 40-0024580

Plan number 001

Plan year 2024

ACK ID 20250721084645NAL0002537266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolff Financial Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolff Financial Management, LLC'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 WOLFF FINANCIAL MANAGEMENT, LLC.

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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