How big is Martin Wolf Associates, Inc.'s plan?

Martin Wolf Associates, Inc.'s plan reported $2.9M in assets and 6 participants for 2024.

Original filing (PDF)20250625130106NAL0019417778001

Martin Wolf Associates, Inc.

Name: Martin Wolf Associates, Inc. — MWA Profit Sharing, Form 5500 (2024)
Creator: Martin Wolf Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWA Profit Sharing Plan

401(k) retirement plan · Martin Wolf Associates, Inc.'s MWA Profit Sharing Plan held $2.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Linda Teresa YOUK signed Martin Wolf Associates, Inc.'s 2024 Form 5500 as plan administrator.

Linda Teresa YOUK — 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

Martin Wolf Associates, Inc.'s EIN is 91-1754466.

EIN 91-1754466

Plan number 001

Plan year 2024

ACK ID 20250625130106NAL0019417778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Martin Wolf Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Martin Wolf Associates, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARTIN WOLF ASSOCIATES, INC..

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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

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 (97th percentile).

Plan sponsor

Name

MARTIN WOLF ASSOCIATES, INC.

EIN

all filings

Address

7000 E SHEA BLVD · SUITE E 130 · SCOTTSDALE, AZ · 85254

Phone

(925) 215-2735

Industry

Finance & Insurance

Plan administrator