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Employer with a benefit plan

WADDELL & REED FINANCIAL, INC.

The Employer Identification Number (EIN) for WADDELL & REED FINANCIAL, INC. is 51-0261715.

At a glance

EIN
51-0261715 · 510261715
Legal name
WADDELL & REED FINANCIAL, INC.
Address on file
6301 GLENWOOD STREET, OVERLAND PARK, KS 66202
Records show
SEC filer; employer with a benefit plan
Latest record
2024-01-12

SEC records

SEC EDGAR company filings · records as of 2021-05-13

SEC CIK
0001052100
Source: SEC · as of 2021-05-13
Industry (SIC)
Security Brokers, Dealers & Flotation Companies (6211)
Source: SEC · as of 2021-05-13
State of incorporation
DE
Source: SEC · as of 2021-05-13
Latest SEC filing
15-12B 2021-05-13
Source: SEC · as of 2021-05-13

Benefit plans

DOL Form 5500 filings (EFAST2) · records as of 2024-01-12

Benefit plan 3, 2023 filing
WADDELL & REED FINANCIAL, INC. 401(K) PLAN
Source: DOL 5500 · as of 2024-01-12
Participants (start of year)
912
Source: DOL 5500 · as of 2024-01-12
Plan features
Profit-sharing; ERISA 404(c) plan; Participant-directed; 401(k) feature; 401(m) matching; Pension plan with defined contribution
Source: DOL 5500 · as of 2024-01-12
Plan type
Single-employer plan
Source: DOL 5500 · as of 2024-01-12
Business code (NAICS)
523900
Source: DOL 5500 · as of 2024-01-12
Benefit plan 3, 2022 filing
WADDELL & REED FINANCIAL,INC. 401(K)PLAN
Source: DOL 5500 · as of 2023-10-11
Participants (start of year)
1,164
Source: DOL 5500 · as of 2023-10-11
Plan features
Profit-sharing; ERISA 404(c) plan; Participant-directed; 401(k) feature; 401(m) matching; Pension plan with defined contribution
Source: DOL 5500 · as of 2023-10-11
Plan type
Single-employer plan
Source: DOL 5500 · as of 2023-10-11
Business code (NAICS)
523900
Source: DOL 5500 · as of 2023-10-11

What this record is

Public filings that carry this EIN (DOL Form 5500 filings (EFAST2) and SEC EDGAR company filings), shown as filed. Nothing is scraped from the IRS, and a public-record match is not IRS TIN validation.

What it is not

Registry status, formation date, and registered agent come from the Kansas Secretary of State, Business Services Division; see the Kansas business entity search.

If something is wrong

A name, address, or classification here is what the source published. To correct the source, file with it; to have this page removed, see corrections and removal.

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