Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAMS & ASSOCIATES, INC.
EIN 88-0263693defense & spaceLatest filing 2025
Plans
5
Retirement
3
$107.4M assets
Welfare
2
$1.3M premiums
Participants
5,940
6151 LAKESIDE DR, SUITE 1000 - RENO, NV 895118539775-348-0900adams-hsv.comLinkedIn1-10 employeesdefense & space
Retirement portfolio analytics
3 plans aggregated / $107.4M assets / 4,202 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.3M premiums / 1,654 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$204K
- Long-term disability$189K
- Short-term disability$156K
- Life$99K
Carrier market share
Premium dollars by Schedule A carrier
81%top
- STANDARD INSURANCE COMPANY81%
- RELIASTAR LIFE INSURANCE COMPANY19%
Broker market share
Schedule A broker compensation
56%top
- M3 INSURANCE SOLUTIONS INC56%
- BENE RE LLC44%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ADAMS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$67.0M
Participants1,959
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADAMS AND ASSOCIATES 401(K) SAVINGS PLAN
401k
Assets$36.1M
Participants2,199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADAMS AND ASSOCIATES, INC SALARY SAVINGS PLAN
OtherDC
Assets$4.3M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508
ADAMS AND ASSOCIATES INC HEALTH AND WELFARE PLAN
Mixed - ANTHEM LIFE INSURANCE COMPANY
Premiums$757K
Covered lives775
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
A&A EMPLOYEE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$549K
Covered lives879
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ADAMS AND ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $67.0M | 1,959 | 2024 | |
| 001 | ADAMS AND ASSOCIATES 401(K) SAVINGS PLAN | 401k | $36.1M | 2,199 | 2024 | |
| 002 | ADAMS AND ASSOCIATES, INC SALARY SAVINGS PLAN | OtherDC | $4.3M | 44 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 508 | ADAMS AND ASSOCIATES INC HEALTH AND WELFARE PLAN | Mixed | ANTHEM LIFE INSURANCE COMPANY | $757K | 775 | 2024 | |
| 507 | A&A EMPLOYEE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $549K | 879 | 2025 |
Retirement plans
Welfare plans