How big is Wakefield Asset Management Corporation's plan?

Wakefield Asset Management Corporation's plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20251007140813NAL0011705954001

Wakefield Asset Management Corporation

Name: Wakefield Asset Management Corporation — Form 5500 Plan 002 (2024)
Creator: Wakefield Asset Management Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wakefield Asset Management Corporation Cash Balance Plan

Defined-benefit pension plan · Wakefield Asset Management Corporation's Wakefield Asset Management Corporation Cash Balance Plan held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

G. Todd Gervasini signed Wakefield Asset Management Corporation's 2024 Form 5500 as plan administrator.

G. Todd Gervasini — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wakefield Asset Management Corporation's EIN is 20-8251717.

EIN 20-8251717

Plan number 002

Plan year 2024

ACK ID 20251007140813NAL0011705954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wakefield Asset Management Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wakefield Asset Management Corporation's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAKEFIELD ASSET MANAGEMENT CORPORATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score