Wolfe Research, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wolfe Research, LLC
  • Sponsor EIN: 900357291
  • Sponsor Address: NY
  • Plan Type: 401(k)
  • Total Participants: 243
  • Total Assets: $25.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024243$25.7M$0$1.2M

Similar Plans