How big is ALAN D. Wolfelt's plan?

ALAN D. Wolfelt's plan reported $7.0M in assets and 2 participants for 2025.

Original filing (PDF)20260121091803NAL0004544128001

ALAN D. Wolfelt

Name: ALAN D. Wolfelt — Center for LOSS & Life Transition, Form 5500 (2025)
Creator: ALAN D. Wolfelt
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Center for LOSS & Life Transition 401(k) Plan

401(k) retirement plan · ALAN D. Wolfelt's Center for LOSS & Life Transition 401(k) Plan held $7.0M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

ALAN Wolfelt signed ALAN D. Wolfelt's 2025 Form 5500 as plan administrator.

ALAN Wolfelt — 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

ALAN D. Wolfelt's EIN is 84-1068639.

EIN 84-1068639

Plan number 003

Plan year 2025

ACK ID 20260121091803NAL0004544128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ALAN D. Wolfelt from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ALAN D. Wolfelt's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN D. WOLFELT.

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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