P 401(k) Plan Report

Stable plan record

WOLFE FINANCIAL MANAGEMENT 401K PLAN

Sponsored by WOLFE FINANCIAL MANAGEMENT LLC · EIN/PN 260010294-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,506
Administrative cost per participant
2025
$14
Active participants
2025
4
Total plan assets
2025
$879,408
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260427101022NAL00185789140014$2,506
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.