How big is Adams Financial LLC's plan?

Adams Financial LLC's plan reported $156K in assets and 14 participants for 2025.

Original filing (PDF)20260414095923NAL0010995907001

Adams Financial LLC

Name: Adams Financial LLC — Adams Financial LLC 401(k), Form 5500 (2025)
Creator: Adams Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adams Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Adams Financial LLC's Adams Financial LLC 401(k) Profit Sharing Plan & Trust held $156K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

People on this filing

LISA ANN Adams signed Adams Financial LLC's 2025 Form 5500 as plan administrator.

LISA ANN Adams — 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

Adams Financial LLC's EIN is 47-1335488.

EIN 47-1335488

Plan number 001

Plan year 2025

ACK ID 20260414095923NAL0010995907001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Adams Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Adams Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAMS FINANCIAL 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score