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  2. Wolpert & Associates, Inc.

Filings through Oct 24, 2026.

Wolpert & Associates, Inc.

EIN 05-0490512-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$5.4M assets
Health & Benefits
0
Participants
3
235 PROMENADE STREET, SUITE 475 - PROVIDENCE, RI 02908401-421-8700
Plans on this EIN
1 filing
#001401(k)-$5.4M - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING

401(k)

Assets$5.4M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING401(k)$5.4M32025
  • WOLPERT & ASSOCIATES, INC. 401(K) PROFIT SHARING$5.4M
    #001 · 401(k) · 20253
Retirement plans
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