OpenERISA

Wakefield Asset Management Corporation

Englewood, CO, 80111

EIN 20-8251717
Plans
2
Total participants
88
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in ColoradoFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Wakefield Asset Management Corporation 401(K) Plan10
2024Form 5500-SF002Wakefield Asset Management Corporation Cash Balance Plan10
2023Form 5500-SF001Wakefield Asset Management Corporation 401(K) Plan11
2023Form 5500-SF002Wakefield Asset Management Corporation Cash Balance Plan10
2022Form 5500-SF001Wakefield Asset Management Corporation 401(K) Plan9
2022Form 5500-SF002Wakefield Asset Management Corporation Cash Balance Plan9
2021Form 5500-SF001Wakefield Asset Management Corporation 401(K) Plan6
2021Form 5500-SF002Wakefield Asset Management Corporation Cash Balance Plan6
2020Form 5500-SF001Wakefield Asset Management Corporation 401(K) Plan9
2020Form 5500-SF002Wakefield Asset Management Corporation Cash Balance Plan8

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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