# Wakefield And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wakefield-and-associates-inc-401k-plan

> Wakefield And Associates, INC.'s 401(k) plan: 467 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

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