Plan Snapshot
- Plan Sponsor: Wakefield And Associates, INC. (EIN 841023982)
- Plan Type: 401(k)
- Total Participants: 467
- Total Assets: $14.1M
- Sponsor State: TN
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 467 | $14.1M | $236,380 | $1.1M |
| 2023 | 548 | $13.5M | $327,475 | $1.3M |
| 2022 | 478 | $10.7M | $212,192 | $1.1M |
Service Providers
- COULTER & JUSTUS — Accountant / Independent Qualified Public Accountant