How big is Wakefield Moving & Storage, Inc.'s plan?

Wakefield Moving & Storage, Inc.'s plan reported $1.4M in assets and 26 participants for 2024.

Original filing (PDF)20250723160215NAL0002144371001

Wakefield Moving & Storage, Inc.

Name: Wakefield Moving & Storage, Inc. — Wakefield Moving, Form 5500 (2024)
Creator: Wakefield Moving & Storage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wakefield Moving & Storage, Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wakefield Moving & Storage, Inc.'s Wakefield Moving & Storage, Inc. 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kevin Cheezum signed Wakefield Moving & Storage, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Cheezum — 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 Moving & Storage, Inc.'s EIN is 38-3699213.

EIN 38-3699213

Plan number 001

Plan year 2024

ACK ID 20250723160215NAL0002144371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wakefield Moving & Storage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wakefield Moving & Storage, Inc.'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 MOVING & STORAGE, INC..

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Plan health score

Above-average plan

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

Knocking points off