How big is Wakefield Research LLC's plan?

Wakefield Research LLC's plan reported $1.2M in assets and 16 participants for 2025.

Original filing (PDF)20260521094308NAL0004856834001

Wakefield Research LLC

Name: Wakefield Research LLC — Wakefield Research, LLC., Form 5500 (2025)
Creator: Wakefield Research LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wakefield Research, LLC. 401(k) Plan

401(k) retirement plan · Wakefield Research LLC's Wakefield Research, LLC. 401(k) Plan held $1.2M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Paul Bragan signed Wakefield Research LLC's 2025 Form 5500 as plan administrator.

Paul Bragan — 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 Research LLC's EIN is 26-2536085.

EIN 26-2536085

Plan number 001

Plan year 2025

ACK ID 20260521094308NAL0004856834001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wakefield Research LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wakefield Research LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score