Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Duncan Williams Asset Management
Duncan Williams Asset Management
- Service provider, as named on Schedule C
- EIN 473030907
- Plan year 2024
- Direct compensation reported $676,773
Assets of those plans
$696,578,101
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$676,773
82% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 8 |
| 27 | Investment advisory (plan) | 3 |
| 99 | Other fees | 2 |
| 50 | Direct payment from the plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Adams Keegan Retirement Savings Plan | Adams Keegan | $415,190,775 | 8,583 | $441,796 |
| Nexair, LLC Profit Sharing and 401(k) Plan | Nexair | $164,001,468 | 1,147 | $31,500 |
| LRK Inc. 401(k) Plan | LRK | $25,580,935 | 178 | $40,888 |
| Evolve Bancorp 401(k) Plan | Evolve Bancorp | $21,461,823 | 380 | $79,416 |
| Presbyterian Day School Retirement Plan | Presbyterian Day School | $14,012,338 | 98 | $0 |
| American Contract Bridge League 401(k) Retirement Plan | American Contract Bridge League | $13,670,204 | 125 | $6,443 |
| Valor Hospitality Partners 401(k) Retirement Savings Plan | Valor Hospitality Partners | $11,473,646 | 517 | $22,046 |
| Huey's Investment Plan | Uncle Donald's Restaurants | $10,496,371 | 283 | $14,758 |
| Christ Community Health Services 401(k) Plan | Christ Community Health Services | $8,416,678 | 253 | $0 |
| Hollywood Feed 401(k) Plan | Hollywood Feed | $6,715,810 | 314 | $25,311 |
| Wepfer Marine, Inc. 401(k) Plan | Wepfer Marine | $5,558,053 | 119 | $14,615 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.