Original filing (PDF)20250924105102NAL0016902930001

ADAMS & ASSOCIATES, INC.

Name: ADAMS & ASSOCIATES, INC. — ADAMS AND ASSOCIATES, INC SALARY SAVINGS PLAN, Form 5500 (2024)
Creator: ADAMS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ADAMS AND ASSOCIATES, INC SALARY SAVINGS PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADAMS & ASSOCIATES, INC..

Plan sponsor

Name

ADAMS & ASSOCIATES, INC.

EIN

88-0263693

Address

6151 LAKESIDE DR · SUITE 1000 · RENO, NV · 895118539

Phone

(775) 348-0900

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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