Filings through .
Sponsor portfolio
Wolfberg Alvarez and Partners
EIN 65-0624853architecture & planningLatest filing 2025
Plans
1
Retirement
1
$492K assets
Welfare
0
Participants
18
5757 WATERFORD DISTRICT DR SUITE 30 - MIAMI, FL 33126305-666-5474wolfbergalvarez.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WOLFBERG ALVAREZ AND PARTNERS 401(K) PROFIT SHARING PLAN | 401(k) | $492K | 18 | 2025 |
Retirement plans