Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WOLFE LEGAL SOLUTIONS, PC
EIN 30-0539313Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$528K assets
Welfare
0
Participants
2
402 W. BROADWAY, SUITE 400 - SAN DIEGO, CA 92101619-234-3363
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $528K assets / 2 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WOLFE LEGAL SOLUTIONS, PC PROFIT SHARING 401K PLAN
401k
Assets$449K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WOLFE LEGAL SOLUTIONS, PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$79K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WOLFE LEGAL SOLUTIONS, PC PROFIT SHARING 401K PLAN | 401k | $449K | 1 | 2024 | |
| 002 | WOLFE LEGAL SOLUTIONS, PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $79K | 1 | 2024 |
Retirement plans