WAKEFIELD INVESTMENTS, INC. 401K PLAN

[ EIN: 04-2034748 | Plan No. 003 ]

Form 5500 filing classifies WAKEFIELD INVESTMENTS, INC. 401K PLAN as a 401(k) plan, sponsored by WAKEFIELD INVESTMENTS, INC.. The plan is a Small Plan with 23 participants and total assets of $1,568,071 reported for the 2024 plan year.

---

Plan Sponsor: WAKEFIELD INVESTMENTS, INC.

Location: 6 KIMBALL LANE, SUITE 110, LYNNFIELD, MA 01940

EIN: 042034748

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 23

Total Assets: $1,568,071

---