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WAKEFIELD CAPITAL MANAGEMENT I

EIN 20-1000746-real estate-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
8
2 WISCONSIN CIR STE 810 - CHEVY CHASE, MD 208157032301-941-1686wakefieldcapital.comLinkedIn11-50 employeesreal estate
Plans on this EIN
1 filing
#001401k-$1.4M - 8 part

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Retirement#001

WAKEFIELD CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.4M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WAKEFIELD CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST401k$1.4M82025
Retirement plans
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