Adams Keegan Retirement Savings Plan
Sponsored by Adams Keegan Inc. · EIN 621311326 · Plan #333
- Total assets
- $415M
- Net assets
- $415M
- Active participants
- 24,235
- With balances
- 8,583
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| B. Riley Wealth Advisors, Inc. CRD 115927 | deterministic · 100% | 2024 |
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (participants) | $441,796 |
| B. Riley Wealth Advisors, Inc. | Investment advisory (participants) | $268,438 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $16,984 |