Plan Snapshot
- Plan Sponsor: Wolf & Company, P.C.
- Sponsor EIN: 042689883
- Sponsor Address: 255 STATE STREET, BOSTON, MA, 02109
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 390
- Total Assets: $59.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 390 | $59.8M | $1.5M | $3.9M |
| 2022 | 367 | $47.5M | $1.2M | $3.5M |