Wolf & Company, P.c. 401(k) Plan: Login, Facts & Contact Information

Wolf & Company, P.c. 401(k) Plan Facts

Plan name
WOLF & COMPANY, P.C. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WOLF & COMPANY, P.C.
Participants
532 (400 active employees)
Former employees with a balance
148
Plan assets
$70,883,068 at Sep 30, 2025
Average account balance
$133,490 across 531 accounts
Employer contributions
$1,774,873 in plan year 2024 (28% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Oct 1, 2024 – Sep 30, 2025
Plan established
Oct 1, 1996
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 13, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.27 million went into the plan in contributions, $1.77 million of it from the employer (28%).
  • $2.89 million was paid out to participants.
  • Investment and other income added $7.83 million.
  • Administrative expenses were $153,110, about $288 per account.

How the Wolf & Company, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019367$32.5 million$610,168$2.40 million
2020376$42.9 million$642,452$2.31 million
2021416$37.7 million$960,396$812,337
2022475$47.5 million$1.22 million$1.75 million
2023513$59.8 million$1.52 million$5.13 million
2024532$70.9 million$1.77 million$2.89 million

Wolf & Company, P.c. 401(k) Contact Information

Phone
617-439-9700
Mailing address
255 STATE STREET, BOSTON MA 02109
Plan sponsor
WOLF & COMPANY, P.C.
Employer identification number (EIN)
04-2689883
Plan number
002

Questions about the Wolf & Company, P.c. 401(k)

Does Wolf & Company, P.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.77 million, 28% of all contributions.

Does the Wolf & Company, P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Wolf & Company, P.c 401(k) plan?

532 participants at the start of plan year 2024, 400 of them active employees, and 148 former employees who still had money in the plan.

What is the average 401(k) balance at Wolf & Company, P.c?

About $133,490 per account: $70.9 million in plan assets across 531 accounts with a balance at the end of plan year 2024.

Who manages the Wolf & Company, P.c 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Wolf & Company, P.c. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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