# Thomas J. Wolf, Cfp 401(k) Plan
Source: https://planprovider.pro/companies/thomas-j-wolf-cfp-plan

> Thomas J. Wolf, Cfp's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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