# Wakefield'S, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wakefield-s-inc-401k-plan

> Wakefield'S, INC.'s 401(k) plan: 507 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wakefield'S, INC.

- **Sponsor EIN:** 630310051

- **Sponsor Address:** P.O. BOX 400, ANNISTON, AL, 36202

- **Plan Type:** 401(k)

- **Total Participants:** 507

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|507|$3.1M|$31,649|$90,228|

| 2023|163|$2.8M|$32,170|$82,364|

| 2022|146|$2.4M|$25,236|$94,104|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| KEMP & ASSOCIATES, CPA PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$88,124|—|$14,894|—|—|

| 2023|$47,462|—|$13,556|—|—|

| 2022|$13,684|—|—|—|—|

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