· 2022–2024 · DOL EFAST2

WOLF RETIREMENT NAVIGATION, LLC — WOLF RETIREMENT NAVIGATION, LLC RETIREMENT TRUST, Form 5500 (2024)

Original filing (PDF)20250728183233NAL0003487600001

WOLF RETIREMENT NAVIGATION, LLC

Form 5500-SF

FILING_RECEIVED

WOLF RETIREMENT NAVIGATION, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

4

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

Plan health score

Above-average plan

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

42

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLF RETIREMENT NAVIGATION, LLC.

Plan sponsor

Name

WOLF RETIREMENT NAVIGATION, LLC

EIN

46-2871467

Address

4230 PABLO PROFESSIONAL COURT SUITE · JACKSONVILLE, FL · 32224

Phone

(904) 312-0723

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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