How big is Wakefield's, Inc.'s plan?

Wakefield's, Inc.'s plan covered 507 participants for 2024.

Original filing (PDF)20250821161150NAL0004423889001

Wakefield's, Inc.

Name: Wakefield's, Inc. — The Wakefield's, Inc. Profit, Form 5500 (2024)
Creator: Wakefield's, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan

401(k) retirement plan · Wakefield's, Inc.'s The Wakefield's, Inc. Profit Sharing and 401(k) Savings Plan covered 507 participants in 2024.

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

507

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

JEAN Moloney signed Wakefield's, Inc.'s 2024 Form 5500 as plan administrator.

JEAN Moloney — 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's, Inc.'s EIN is 63-0310051.

EIN 63-0310051

Plan number 001

Plan year 2024

ACK ID 20250821161150NAL0004423889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WAKEFIELD'S, INC.

EIN

all filings

Address

P.O. BOX 400 · ANNISTON, AL · 36202

Phone

(256) 237-9521

Industry

Retail Trade

Plan administrator

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

City

COVINGTON, KY

Phone

(859) 386-4199

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $377K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.