P 401(k) Plan Report

Stable plan record

WAKEFIELD CAPITAL MANAGEMENT I 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WAKEFIELD CAPITAL MANAGEMENT I · EIN/PN 201000746-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,026
Administrative cost per participant
2025
$839
Active participants
2025
5
Total plan assets
2025
$1,391,506
Participant loans as a share of assets
2025
0.7%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260705134305NAL00302782260015$2,026
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.