Wakefield Asset Management

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

736

Total plan assets

$272.6M

Filings (rows)

Direct comp

$191K

Indirect comp

Showing only "WAKEFIELD ASSET MANAGEMENT"

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

SERVICES PROVIDED

Investment manager4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund H.F.I.A.W. Local No. 32 - Pension Trust Fund · all filings	HOPATCONG, NJ	Investment manager	202	$90.3M	$47K	$0
Board of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund H.F.I.A.W. Local No. 32 - Pension Trust Fund · all filings	HOPATCONG, NJ	Investment manager	192	$84.5M	$38K	$0
Board of Trustees - H.F.I.A.W. Local No.32 Pension Trust Fund H.F.I.A.W. Local No. 32 - Pension Trust Fund · all filings	HOPATCONG, NJ	Investment manager	212	$79.2M	$47K	$0
Moody Insurance Agency, Inc. Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan · all filings	DENVER, CO	Investment manager	130	$18.6M	$59K	$0