Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WAKEFIELD ASSET MANAGEMENT CORPORATION
EIN 20-8251717investment managementLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
27
7887 E. BELLEVIEW AVENUE, SUITE 800 - ENGLEWOOD, CO 80111303-771-0630wakefieldasset.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WAKEFIELD ASSET MANAGEMENT CORPORATION 401(K) PLAN
401k
Assets$3.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WAKEFIELD ASSET MANAGEMENT CORPORATION CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAKEFIELD ASSET MANAGEMENT CORPORATION 401(K) PLAN | 401k | $3.9M | 14 | 2024 | |
| 002 | WAKEFIELD ASSET MANAGEMENT CORPORATION CASH BALANCE PLAN | CashBalance | $1.6M | 13 | 2024 |
Retirement plans