Filings through Oct 24, 2026.

Retirement plan

Wolf Professional Security, Inc 401(k) Plan

Name: WOLF PROFESSIONAL SECURITY - WOLF PROFESSIONAL SECURITY, INC 401K PLAN (2025) Form 5500
Creator: WOLF PROFESSIONAL SECURITY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WOLF PROFESSIONAL SECURITY, INC 401K PLAN, WOLF PROFESSIONAL SECURITY

Wolf Professional SecurityEIN 33-1202823Plan #001PY 2025

10451 MILL RUN CIR STE 335 - OWINGS MILLS, MD 21117410-356-8854

Prospect flagsLow participationLow assets / participantLow participant contributionLow fidelity bondFew collective trustsFund lineup: 10 funds, $321K

How to read this page

Total assets (EOY)

$328K

No prior year

Total participants

382

No prior year

Average account balance

$1,280

No prior year

Annual return

27.28%

No prior year

Benchmarks

See 844 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort844 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$2,771

Fund lineup

CSV with Pro

10 funds hold $321K of the plan's $328K. From the 2025 filing. Recordkeeper: ADP.

In collective trusts0%median 0% for plans under $5M (7,755 plans)

In index funds98%median 19% for plans under $5M (7,755 plans)

In the main target-date series95%median 39% for plans under $5M (7,755 plans)

Employer stockNo

Target-date series: Fidelity Freedom Index, mutual fund, 95% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages	Fidelity (FMR)	Mutual fund	$305K	95.3%
Growth Fund OF America Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$7K	2.2%
Fidelity Freedom Index Retire Pii Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$3K	0.9%
State ST Equity 500 Index K State Street (SSgA) · Mutual fund Index	State Street (SSgA)	Mutual fund	$2K	0.5%
Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$939	0.3%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$778	0.2%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$681	0.2%
iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index	BlackRock	ETF	$624	0.2%
Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index	TIAA (Nuveen)	Mutual fund	$600	0.2%
Invesco Stable Asset - Adpz Invesco · Stable value Stable value	Invesco	Stable value	$218	<0.1%

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$7 / participant

Recordkeeping$3K100.0%

% of EOY assets

0.845%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CURRAN AND COMPANY LLC
Auditor EIN: 472003029
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER1+ years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$2,771

Fund

Dollars

% of funds%

Fidelity Freedom Index

Fidelity (FMR) · Mutual fund

Target-date, 12 vintages

$305K

95.3%

Growth Fund OF America Class R-6

Capital Group · Mutual fund

$7K

2.2%

Fidelity Freedom Index Retire Pii

Fidelity (FMR) · Mutual fund

Index

$3K

0.9%

State ST Equity 500 Index K

State Street (SSgA) · Mutual fund

Index

$2K

0.5%

Vanguard Small-Cap Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$939

0.3%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$778

0.2%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$681

0.2%

iShares MSCI EAFE International Index Fund Class K

BlackRock · ETF

Index

$624

0.2%

Nuveen Small Cap Blend Index Fund Class R6

TIAA (Nuveen) · Mutual fund

Index

$600

0.2%

Invesco Stable Asset - Adpz

Invesco · Stable value

Stable value

$218

<0.1%

Wolf Professional Security, Inc 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Wolf Professional Security, Inc 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion