How big is Wolf Advisory Services, LLC's plan?

Wolf Advisory Services, LLC's plan reported $513K in assets and 8 participants for 2025.

Original filing (PDF)20260522111350NAL0002299299001

Wolf Advisory Services, LLC

Name: Wolf Advisory Services, LLC — Wolf Advisory Services, Form 5500 (2025)
Creator: Wolf Advisory Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolf Advisory Services 401(k) Plan

401(k) retirement plan · Wolf Advisory Services, LLC's Wolf Advisory Services 401(k) Plan held $513K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

Plan identifiers

Wolf Advisory Services, LLC's EIN is 83-2251367.

EIN 83-2251367

Plan number 001

Plan year 2025

ACK ID 20260522111350NAL0002299299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wolf Advisory Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wolf Advisory Services, LLC's plan includes profit-sharing, 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 WOLF ADVISORY SERVICES, LLC.

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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