WAKEFIELD AND ASSOCIATES, INC.
WAKEFIELD AND ASSOCIATES, INC. (EIN 84-1023982) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $14.1M in plan assets and 961 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Form 5500 plans filed under EIN 84-1023982
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WAKEFIELD AND ASSOCIATES, LLC TAX FAVORED SAVINGS PLAN | 001 | 467 | $14.1M |
| WAKEFIELD & ASSOCIATES, LLC EMPLOYEE BENEFITS PLAN | 501 | 494 | $0 |
Service providers reported by WAKEFIELD AND ASSOCIATES, INC.
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
84-1023982 is the Employer Identification Number (EIN) WAKEFIELD AND ASSOCIATES, INC. 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 Tennessee EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?