Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVID ADAMS WEALTH GROUP, LLC DBA ADAMS WEALTH PARTNERS
EIN 46-1556040Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
15
2905 12 AVENUE SOUTH #108 - NASHVILLE, TN 37204615-435-3644
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DAVID ADAMS WEALTH GROUP, LLC DBA ADAMS WEALTH PARTNERS 401(K) PLAN
401k
Assets$1.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID ADAMS WEALTH GROUP, LLC DBA ADAMS WEALTH PARTNERS 401(K) PLAN | 401k | $1.6M | 11 | 2025 | |
| 002 | DAVID ADAMS WEALTH GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.0M | 4 | 2025 |
Retirement plans