Wakefield Asset Management LLP

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

243

Total plan assets

$31.2M

Filings (rows)

Direct comp

$124K

Indirect comp

Showing only "WAKEFIELD ASSET MANAGEMENT LLP"

View all 4 variants aggregated →

WAKEFIELD ASSET MANAGEMENT LLLP5 WAKEFIELD ASSET MGMT LLLP4 WAKEFIELD ASSET MANAGEMENT4 WAKEFIELD ASSET MANAGEMENT LLP2

SERVICES PROVIDED

Investment manager2

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Moody Insurance Agency, Inc. Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan · all filings	DENVER, CO	Investment manager	123	$16.7M	$57K	$0
Moody Insurance Agency, Inc. Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan · all filings	DENVER, CO	Investment manager	120	$14.5M	$67K	$0