How big is Wolfson & Associates, PA, Certif's plan?

Wolfson & Associates, PA, Certif's plan reported $1.5M in assets and 17 participants for 2024.

Original filing (PDF)20250609175829NAL0041415698001

Wolfson & Associates, PA, Certif

Name: Wolfson & Associates, PA, Certif — Wolfson &, Form 5500 (2024)
Creator: Wolfson & Associates, PA, Certif
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfson & Associates 401(k) Plan

401(k) retirement plan · Wolfson & Associates, PA, Certif's Wolfson & Associates 401(k) Plan held $1.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

IRA Kiltok signed Wolfson & Associates, PA, Certif's 2024 Form 5500 as plan administrator.

IRA Kiltok — 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

Wolfson & Associates, PA, Certif's EIN is 65-0151345.

EIN 65-0151345

Plan number 001

Plan year 2024

ACK ID 20250609175829NAL0041415698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolfson & Associates, PA, Certif from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolfson & Associates, PA, Certif'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 WOLFSON & ASSOCIATES, PA, CERTIF.

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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