Wakefield Asset Management Corporation (EIN 20-8251717) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.4M in plan assets and 20 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wakefield Asset Management Corporation 401(k) Plan | 001 | 10 | $3.9M |
| Wakefield Asset Management Corporation Cash Balance Plan | 002 | 10 | $1.6M |
20-8251717 is the Employer Identification Number (EIN) Wakefield Asset Management Corporation reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Colorado EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
