How big is Wolf and Wilson Ltd.'s plan?

Wolf and Wilson Ltd.'s plan reported $15K in assets and 5 participants for 2025.

Original filing (PDF)20260427220243NAL0005075987065

Wolf and Wilson Ltd.

Name: Wolf and Wilson Ltd. — Wolf and Wilson Ltd. 401(k), Form 5500 (2025)
Creator: Wolf and Wilson Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolf and Wilson Ltd. 401(k) Plan

401(k) retirement plan · Wolf and Wilson Ltd.'s Wolf and Wilson Ltd. 401(k) Plan held $15K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan identifiers

Wolf and Wilson Ltd.'s EIN is 88-1238212.

EIN 88-1238212

Plan number 001

Plan year 2025

ACK ID 20260427220243NAL0005075987065

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wolf and Wilson Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wolf and Wilson Ltd.'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 WOLF AND WILSON LTD..

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WOLF AND WILSON LTD.

EIN

all filings

Address

1294 PTARMIGAN CT · LAFAYETTE, CO · 80026

Phone

(858) 692-9691

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator