Sponsor portfolio
DUNCAN WILLIAMS ASSET MANAGEMENT, LLC
EIN 47-3030907investment managementLatest filing 2024
Plans
1
Retirement
1
$451K assets
Welfare
0
Participants
21
5350 POPLAR AVENUE, SUITE 600 - MEMPHIS, TN 38119901-435-4250dwassetmgmt.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DUNCAN WILLIAMS ASSET MANAGEMENT, LLC 401(K) PLAN | 401k | $451K | 21 | 2024 |
Retirement plans