How big is Duncan Williams Asset Management, LLC's plan?

Duncan Williams Asset Management, LLC's plan reported $451K in assets and 18 participants for 2024.

Original filing (PDF)20250509120714NAL0030438002001

Duncan Williams Asset Management, LLC

Name: Duncan Williams Asset Management, LLC — Duncan Willi, Form 5500 (2024)
Creator: Duncan Williams Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duncan Williams Asset Management, LLC 401(k) Plan

401(k) retirement plan · Duncan Williams Asset Management, LLC's Duncan Williams Asset Management, LLC 401(k) Plan held $451K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$451K

Net assets (EOY)

$451K

People on this filing

Aaron MAY signed Duncan Williams Asset Management, LLC's 2024 Form 5500 as plan administrator.

Aaron MAY — 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

Duncan Williams Asset Management, LLC's EIN is 47-3030907.

EIN 47-3030907

Plan number 001

Plan year 2024

ACK ID 20250509120714NAL0030438002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Duncan Williams Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Duncan Williams Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUNCAN WILLIAMS ASSET MANAGEMENT, 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