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  2. Wolfe Financial Strategies, Inc

Filings through Oct 24, 2026.

Sponsor portfolio

Wolfe Financial Strategies, Inc

EIN 20-4754171-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$298K assets
Welfare
0
Participants
4
20750 VENTURA BLVD #240 - WOODLAND HILLS, CA 91364818-587-9435
Plans on this EIN
1 filing
#001401(k)-$298K - 4 part

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Retirement#001

WOLFE FINANCIAL STRATEGIES, INC 401K PLAN

401(k)

Assets$298K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WOLFE FINANCIAL STRATEGIES, INC 401K PLAN401(k)$298K42024
Retirement plans
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