Plan Snapshot
- Plan Sponsor: Thomas J. Wolf, Cfp
- Sponsor EIN: 330594741
- Sponsor Address: 25909 PALA, MISSION VIEJO, CA, 92691
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.1M | $11,749 | $37,700 |
| 2023 | 2 | $868,362 | $44,980 | $36,912 |
| 2022 | 3 | $676,129 | $47,980 | $60,524 |