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  2. Wolf & Company, P.C.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Wolf & Company, P.C.

EIN 04-2689883-accounting-Latest filing 2025
Plans
3
Retirement
2
$129.3M assets
Health & Benefits
1
$5.4M premiums
Participants
1,260
255 STATE STREET - BOSTON, MA 02109617-428-5441wolfandco.comLinkedIn201-500 employeesaccounting
Plans on this EIN
3 filings
#002401(k)-$70.9M - 552 part#001Traditional DB-$58.4M - 317 part#501Fully insured-$5.4M - 390 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $129.3M assets / 869 participants

Assets by plan

Share of aggregate retirement assets

  • COMPANY, P.C. 401(K) (#002)$70.9M
  • DEFINED BENEFIT PENSION (#001)$58.4M
Total $129.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • COMPANY, P.C. 401(K) (#002)552
  • DEFINED BENEFIT PENSION (#001)317
Total 869Select a row to open it

Benefits portfolio analytics

1 plan / $5.4M premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Other$401K
  • Dental$329K
  • Life$314K
  • Long-term disability$171K
  • +2 more
Total $5.4M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WOLF & COMPANY, P.C. 401(K) PLAN

401(k)

Assets$70.9M
Participants552
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$58.4M
Participants317
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WOLF & COMPANY, P.C. GROUP HEALTH PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF MA

Premiums$5.4M
Covered lives390
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WOLF & COMPANY, P.C. 401(K) PLAN401(k)$70.9M5522025
#001WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLANTraditional DB$58.4M3172025
  • WOLF & COMPANY, P.C. 401(K) PLAN$70.9M
    #002 · 401(k) · 2025552
  • WOLF & COMPANY, P.C. DEFINED BENEFIT PENSION PLAN$58.4M
    #001 · Traditional DB · 2025317

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WOLF & COMPANY, P.C. GROUP HEALTH PLANFully insuredBLUE CROSS BLUE SHIELD OF MA$5.4M3902025
  • WOLF & COMPANY, P.C. GROUP HEALTH PLAN$5.4M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MA · 2025390
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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