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  2. BRIAN D. WOLFF, MD, PA
Sponsor portfolio

BRIAN D. WOLFF, MD, PA

EIN 20-5743208-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
10
671 GOODLETTE ROAD NORTH, SUITE 120 - NAPLES, FL 34102239-643-4030
Plans on this EIN
2 filings
#001401k-$2.3M - 5 part#002CashBalance-$1.1M - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • MD, PA 401(K) (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MD, PA 401(K) (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRIAN D. WOLFF, MD, PA 401(K) PLAN

401k

Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRIAN D. WOLFF, MD, PA CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRIAN D. WOLFF, MD, PA 401(K) PLAN401k$2.3M52025
002BRIAN D. WOLFF, MD, PA CASH BALANCE PLANCashBalance$1.1M52024
Retirement plans
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