Wakefield And Associates, Inc. 401(k) Plan: Login, Facts & Contact Information
Wakefield And Associates, Inc. 401(k) Login
96 former Wakefield And Associates, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Wakefield And Associates, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Mar 23, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.35 million went into the plan in contributions, $236,380 of it from the employer (18%).
- $2.17 million was paid out to participants.
- Investment and other income added $1.50 million.
- Administrative expenses were $78,813, about $206 per account.
How the Wakefield And Associates, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 410 | $11.9 million | $261,673 | $523,260 |
| 2020 | 706 | $10.9 million | $203,657 | $3.97 million |
| 2021 | 545 | $12.7 million | $275,586 | $923,708 |
| 2022 | 651 | $10.7 million | $212,192 | $1.32 million |
| 2023 | 672 | $13.5 million | $327,475 | $1.57 million |
| 2024 | 678 | $14.1 million | $236,380 | $2.17 million |
Wakefield And Associates, Inc. 401(k) Contact Information
Questions about the Wakefield And Associates, Inc. 401(k)
Does Wakefield And Associates, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $236,380, 18% of all contributions.
Does the Wakefield And Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Wakefield And Associates, Inc 401(k) plan?
678 participants at the start of plan year 2024, 467 of them active employees, and 96 former employees who still had money in the plan.
What is the average 401(k) balance at Wakefield And Associates, Inc?
About $36,887 per account: $14.1 million in plan assets across 383 accounts with a balance at the end of plan year 2024.
Who manages the Wakefield And Associates, Inc 401(k) accounts?
Transamerica (listed on the filing as ADMIN. GROUP, LLC DBA TAG RESOURCES) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Wakefield And Associates, Inc. How do I access my 401(k)?
Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.