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Wakefield And Associates, INC.

Knoxville, TN, 37909

EIN 84-1023982
Plans
2
Total participants
3,986
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in TennesseeFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Wakefield And Associates, LLC Tax Favored Savings Plan467
2024Form 5500501Wakefield & Associates, LLC Employee Benefits Plan494
2023Form 5500001Wakefield And Associates, LLC Tax Favored Savings Plan548
2023Form 5500501Wakefield & Associates, LLC Employee Benefits Plan569
2022Form 5500001Wakefield And Associates, LLC Tax Favored Savings Plan478
2022Form 5500501Wakefield & Associates, LLC Employee Benefits Plan428
2021Form 5500001Wakefield And Associates, LLC Tax Favored Savings Plan475
2020Form 5500001Wakefield And Associates, INC. Tax Favored Savings Plan527

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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