How big is Adams Wealth Advisors, LLC's plan?

Adams Wealth Advisors, LLC's plan reported $1.1M in assets and 23 participants for 2022.

Original filing (PDF)20230821174456NAL0007012528001

Adams Wealth Advisors, LLC

Name: Adams Wealth Advisors, LLC — Adams Wealth Advisors, Form 5500 (2022)
Creator: Adams Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adams Wealth Advisors 401(k) Plan

401(k) retirement plan · Adams Wealth Advisors, LLC's Adams Wealth Advisors 401(k) Plan held $1.1M in plan assets for 23 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Adams Wealth Advisors, LLC's EIN is 45-5179896.

EIN 45-5179896

Plan number 001

Plan year 2022

ACK ID 20230821174456NAL0007012528001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Adams Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Adams Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAMS WEALTH ADVISORS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score