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Original filing (PDF)20251002165145NAL0000434835002
GOLDEN WOLF, LLC
Form 5500
FILING_RECEIVED
GOLDEN WOLF, LLC RETIREMENT TRUST
401(k) retirement plan
Active participants
93
Accounts w/ balance
141
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLDEN WOLF, LLC.
Plan sponsor
Name
GOLDEN WOLF, LLC
EIN
46-3559518
Address
401 N PARSONS AVE UNIT 107 SUITE A · BRANDON, FL · 33510
Phone
(240) 672-7995
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECIMAL, INC. | — | SAN FRANCISCO, CA | THIRD-PARTY RECORDKEEPER | $17K | — |
Investments
27 direct securities· $6.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard investments | — | — | — | $972K | 14.2% | |
| Vanguard investments | — | — | — | $898K | 13.1% | |
| Vanguard investments | — | — | — | $821K | 12.0% | |
| Vanguard investments | — | — | — | $760K | 11.1% | |
| Vanguard investments | — | — | — | $394K | 5.8% | |
| Vanguard investments | — | — | — | $382K | 5.6% | |
| Vanguard investments | — | — | — | $282K | 4.1% | |
| Vanguard investments | — | — | — | $263K | 3.8% | |
| Vanguard investments | — | — | — | $263K | 3.8% | |
| Vanguard investments | — | — | — | $229K | 3.3% | |
| Vanguard investments | — | — | — | $221K | 3.2% | |
| Vanguard investments | — | — | — | $220K | 3.2% | |
| Vanguard investments | — | — | — | $212K | 3.1% | |
| Vanguard investments | — | — | — | $190K | 2.8% | |
| Vanguard investments | — | — | — | $109K | 1.6% | |
| Loans to Participants | — | — | — | $85K | 1.2% | |
| Vanguard investments | — | — | — | $79K | 1.2% | |
| Vanguard investments | — | — | — | $68K | 1.0% | |
| Vanguard investments | — | — | — | $64K | 0.9% | |
| Vanguard investments | — | — | — | $64K | 0.9% | |
| Vanguard investments | — | — | — | $54K | 0.8% | |
| Vanguard investments | — | — | — | $15K | 0.2% | |
| Vanguard investments | — | — | — | $10K | 0.1% | |
| Vanguard investments | — | — | — | $5K | <0.1% | |
| Vanguard investments | — | — | — | $3K | <0.1% | |
| Vanguard investments | — | — | — | $2K | <0.1% | |
| Vanguard investments | — | — | — | $2K | <0.1% |
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