What public Form 5500 filings show about the Wakefield and Associates, Inc. 401(k) plan — and how to find and check your own account.
Wakefield and Associates, Inc. (EIN 84-1023982) reports WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN on its most recent Form 5500, with $0 in plan assets across 0 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.
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.
