· 2022–2024 · DOL EFAST2

WOLF TREE WEALTH MANAGEMENT LLC — WOLF TREE WEALTH MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251009170832NAL0016150258001

WOLF TREE WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

WOLF TREE WEALTH MANAGEMENT LLC 401(K) PLAN

401(k) retirement plan

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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

63

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

WOLF TREE WEALTH MANAGEMENT LLC

EIN

88-4205471

Address

100 E MADISON AVE · GRANTSBURG, WI · 54840

Phone

(715) 463-9653

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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