How big is David Adams Wealth Group, LLC's plan?

David Adams Wealth Group, LLC's plan reported $734K in assets and 4 participants for 2024.

Original filing (PDF)20250801190037NAL0003327315001

David Adams Wealth Group, LLC

Name: David Adams Wealth Group, LLC — David Adams Wealth, Form 5500 (2024)
Creator: David Adams Wealth Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Adams Wealth Group, LLC Cash Balance Pension Plan

Defined-benefit pension plan · David Adams Wealth Group, LLC's David Adams Wealth Group, LLC Cash Balance Pension Plan held $734K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$734K

Net assets (EOY)

$734K

People on this filing

Christine Kinsley signed David Adams Wealth Group, LLC's 2024 Form 5500 as plan administrator.

Christine Kinsley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Adams Wealth Group, LLC's EIN is 46-1556040.

EIN 46-1556040

Plan number 002

Plan year 2024

ACK ID 20250801190037NAL0003327315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Adams Wealth Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Adams Wealth Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score