How big is Wolf Tree Wealth Management LLC's plan?

Wolf Tree Wealth Management LLC's plan reported $150K in assets and 4 participants for 2024.

Original filing (PDF)20251009170832NAL0016150258001

Wolf Tree Wealth Management LLC

Name: Wolf Tree Wealth Management LLC — Wolf Tree Wealth, Form 5500 (2024)
Creator: Wolf Tree Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolf Tree Wealth Management LLC 401(k) Plan

401(k) retirement plan · Wolf Tree Wealth Management LLC's Wolf Tree Wealth Management LLC 401(k) Plan held $150K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

People on this filing

Richard Tatum signed Wolf Tree Wealth Management LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Wolf Tree Wealth Management LLC's EIN is 88-4205471.

EIN 88-4205471

Plan number 001

Plan year 2024

ACK ID 20251009170832NAL0016150258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolf Tree Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolf Tree Wealth Management LLC's plan includes 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 TREE WEALTH MANAGEMENT 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