WAKEFIELD AND ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the WAKEFIELD AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The WAKEFIELD AND ASSOCIATES, INC. 401(k) on its latest Form 5500
WAKEFIELD AND ASSOCIATES, INC. (EIN 84-1023982) reports WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN on its most recent Form 5500, with $14.1M in plan assets across 467 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full WAKEFIELD AND ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the WAKEFIELD AND ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADMIN GROUP DBA TAG RESOURCES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WAKEFIELD AND ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA FINANCIAL LIFE INS.
How to check your WAKEFIELD AND ASSOCIATES, INC. 401(k)
- Log in to ADMIN GROUP DBA TAG RESOURCES’s participant portal (the site on your statements).
- Ask WAKEFIELD AND ASSOCIATES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).