How big is Wolfberg Alvarez and Partners' plan?

Wolfberg Alvarez and Partners' plan reported $511K in assets and 14 participants for 2024.

Original filing (PDF)20250711075703NAL0016739458001

Wolfberg Alvarez and Partners

Name: Wolfberg Alvarez and Partners — Wolfberg Alvarez and, Form 5500 (2024)
Creator: Wolfberg Alvarez and Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfberg Alvarez and Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Wolfberg Alvarez and Partners' Wolfberg Alvarez and Partners 401(k) Profit Sharing Plan held $511K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

People on this filing

Marcel R. Morlote signed Wolfberg Alvarez and Partners' 2024 Form 5500 as plan administrator.

Marcel R. Morlote — 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

Wolfberg Alvarez and Partners' EIN is 65-0624853.

EIN 65-0624853

Plan number 001

Plan year 2024

ACK ID 20250711075703NAL0016739458001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolfberg Alvarez and Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolfberg Alvarez and Partners' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLFBERG ALVAREZ AND PARTNERS.

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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