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  2. WOLF & ASSOCIATES, P.A.
Sponsor portfolio

WOLF & ASSOCIATES, P.A.

EIN 65-0884764-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
6
1221 BRICKELL AVENUE, SUITE 1590 - MIAMI, FL 33131786-877-2969
Plans on this EIN
2 filings
#001TraditionalDB-$4.2M - 3 part#002401k-$2.5M - 3 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DEFINED BENEFIT PLAN (#001)63%
  • PROFIT SHARING PLAN (#002)37%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click 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

THE WOLF DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE WOLF 401(K) PROFIT SHARING PLAN

401k

Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE WOLF DEFINED BENEFIT PLANTraditionalDB$4.2M32024
002THE WOLF 401(K) PROFIT SHARING PLAN401k$2.5M32024
Retirement plans
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