PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WOLFE & WYMAN LLP
Sponsor portfolio

WOLFE & WYMAN LLP

EIN 33-0641728-law practice-Latest filing 2025
Plans
2
Retirement
2
$17.1M assets
Welfare
0
Participants
121
2212 DUPONT DRIVE - IRVINE, CA 926127531949-475-9200wolfewyman.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$10.0M - 98 part#002401k-$7.1M - 23 part

Retirement portfolio analytics

2 plans aggregated / $17.1M assets / 121 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#001)58%
  • PROFIT SHARING PLAN (#002)42%
Total $17.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)98
  • PROFIT SHARING PLAN (#002)23
Total 121Click 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

WOLFE & WYMAN 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$10.0M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WOLFE & WYMAN LLP 401(K) PROFIT SHARING PLAN

401k

Assets$7.1M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WOLFE & WYMAN 401(K) PROFIT SHARING PLAN AND TRUST401k$10.0M982025
002WOLFE & WYMAN LLP 401(K) PROFIT SHARING PLAN401k$7.1M232025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica