How big is Wolf Financial, Inc.'s plan?

Wolf Financial, Inc.'s plan reported $278K in assets and 4 participants for 2024.

Original filing (PDF)20251015082206NAL0005666224001

Wolf Financial, Inc.

Name: Wolf Financial, Inc. — Wolf Financial, Inc. 401(k), Form 5500 (2024)
Creator: Wolf Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolf Financial, Inc. 401(k) Plan

401(k) retirement plan · Wolf Financial, Inc.'s Wolf Financial, Inc. 401(k) Plan held $278K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

People on this filing

Steven Wolf signed Wolf Financial, Inc.'s 2024 Form 5500 as plan administrator.

Steven Wolf — 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 Financial, Inc.'s EIN is 93-1930314.

EIN 93-1930314

Plan number 001

Plan year 2024

ACK ID 20251015082206NAL0005666224001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wolf Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL, 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