How big is Wakeen & Company's plan?

Wakeen & Company's plan reported $66K in assets and 11 participants for 2024.

Original filing (PDF)20250925111442NAL0009110192001

Wakeen & Company

Name: Wakeen & Company — Wakeen & Company 401(k) Plan, Form 5500 (2024)
Creator: Wakeen & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wakeen & Company 401(k) Plan

401(k) retirement plan · Wakeen & Company's Wakeen & Company 401(k) Plan held $66K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Jeffrey Wakeen signed Wakeen & Company's 2024 Form 5500 as plan administrator.

Jeffrey Wakeen — 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

Wakeen & Company's EIN is 84-2557145.

EIN 84-2557145

Plan number 001

Plan year 2024

ACK ID 20250925111442NAL0009110192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wakeen & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wakeen & Company'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 WAKEEN & COMPANY.

Finding similar companies…

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