David Adams Wealth Group, LLC DBA Adams Wealth Partners (EIN 46-1556040) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.4M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| David Adams Wealth Group, LLC DBA Adams Wealth Partners 401(k) Plan | 001 | 10 | $1.6M |
| David Adams Wealth Group, LLC Cash Balance Pension Plan | 002 | 4 | $734K |
46-1556040 is the Employer Identification Number (EIN) David Adams Wealth Group, LLC DBA Adams Wealth Partners reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Tennessee EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
