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Plan profile · 2023

WOLFE PLUMBING, INC.

WOLFE COMPANIES 401(K) SAVINGS PLAN · –

Sponsor contact
Address832 80TH ST SW, EVERETT
State / ZIPWA 982036275
Phone3607948621
EIN / Plan #911752299 / 001
Plan health
Assets (EOY)$7M
Participants142
Avg balance$47k
Employer contrib$367k
Distributions$358k
Red flags
Delinquent contribsnone reported
Fidelity bond$200k
Bond adequate?⚠ NO
AuditorHAGEN, KURTH, PERMAN & CO.,P.S.
Incumbent advisor(s) of record, who to displace
AdvisorEINComp earned
T. ROWE PRICE RPS, INC.521309931$1k
PIMCO FUNDS330629048$0
DIMENSIONAL FUNDS954470812$0
ALLSPRING GLOBAL410449260$0
HARTFORD MUTUAL FUNDS133317783$0
VANGUARD GROUP231945930$0
VOYA–$0
COHEN & STEERS FUNDS141904657$0
ALLIANCE BERNSTEIN–$0