How big is Wolfe & Associates, Inc.'s plan?

Wolfe & Associates, Inc.'s plan reported $63K in assets and 32 participants for 2025.

Original filing (PDF)20260504220756NAL0000368656064

Wolfe & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Wolfe & Associates 401(k) Plan

401(k) retirement plan · Wolfe & Associates, Inc.'s Wolfe & Associates 401(k) Plan held $63K in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

Plan identifiers

Wolfe & Associates, Inc.'s EIN is 56-1471657.

EIN 56-1471657

Plan number 001

Plan year 2025

ACK ID 20260504220756NAL0000368656064

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLFE & ASSOCIATES, INC..

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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

Vendor & structure

100

Knocking points off