How big is Wolf & Shepherd Inc.'s plan?

Wolf & Shepherd Inc.'s plan reported $781K in assets and 23 participants for 2025.

Original filing (PDF)20260515130254NAL0009331281001

Wolf & Shepherd Inc.

Name: Wolf & Shepherd Inc. — Wolf & Shepherd 401(k) Plan, Form 5500 (2025)
Creator: Wolf & Shepherd Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolf & Shepherd 401(k) Plan

401(k) retirement plan · Wolf & Shepherd Inc.'s Wolf & Shepherd 401(k) Plan held $781K in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$781K

Net assets (EOY)

$781K

People on this filing

James Cobuzzi signed Wolf & Shepherd Inc.'s 2025 Form 5500 as plan administrator.

James Cobuzzi — 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

Wolf & Shepherd Inc.'s EIN is 47-3271289.

EIN 47-3271289

Plan number 001

Plan year 2025

ACK ID 20260515130254NAL0009331281001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wolf & Shepherd Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wolf & Shepherd Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

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 (98th percentile).

Plan sponsor

Name

WOLF & SHEPHERD INC.

EIN

all filings

Address

800 S. PACIFIC COAST HIGHWAY · EL SEGUNDO, CA · 90245

Phone

(310) 254-9491

Industry

Retail Trade

Plan administrator