How big is Wolftree Wealth's plan?

Wolftree Wealth's plan reported $47K in assets and 5 participants for 2024.

Original filing (PDF)20251009170834NAL0016150338001

Wolftree Wealth

Name: Wolftree Wealth — Wolftree Wealth Management 401(k), Form 5500 (2024)
Creator: Wolftree Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolftree Wealth Management 401(k) Plan

401(k) retirement plan · Wolftree Wealth's Wolftree Wealth Management 401(k) Plan held $47K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Richard Tatum signed Wolftree Wealth'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

Wolftree Wealth's EIN is 93-4114479.

EIN 93-4114479

Plan number 001

Plan year 2024

ACK ID 20251009170834NAL0016150338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wolftree Wealth'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 WOLFTREE WEALTH.

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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