DUNCAN WILLIAMS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
50
Active participants
45,349
Total plan assets
$1.3B
Filings (rows)
50
Direct comp
$1.6M
Indirect comp
$68K
Aggregating 3 name variants under "DUNCAN WILLIAMS"
SERVICES PROVIDED
Advisor / Consultant45
Other5
Top plans served
All 50 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 24,235 | $415.2M | $442K |
| NEXAIR, LLC NEXAIR, LLC PROFIT SHARING AND 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 744 | $136.3M | $32K |
| NEXAIR, LLC NEXAIR, LLC PROFIT SHARING AND 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 738 | $120.7M | $32K |
| TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLS MULTIPLE EMPLOYER PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 894 | $98.4M | $52K |
| BUILDING PLASTICS, INC. BUILDING PLASTICS, INC. PROFIT SHARING PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 454 | $35.8M | $57K |
| BUILDING PLASTICS, INC. BUILDING PLASTICS, INC. PROFIT SHARING PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 447 | $32.6M | $34K |
| BUILDING PLASTICS, INC. BUILDING PLASTICS, INC. PROFIT SHARING PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 445 | $27.8M | $58K |
| THE HUTCHISON SCHOOL THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 298 | $27.2M | $10K |
| LRK INC. LRK INC. 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 119 | $25.6M | $41K |
| EVOLVE BANCORP, INC. EVOLVE BANCORP 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISORY | 433 | $21.5M | $79K |
| NATIONAL GUARD PRODUCTS, INC. NATIONAL GUARD PRODUCTS 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 400 | $19.0M | $33K |
| EVOLVE BANCORP INC EVOLVE BANCORP 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISORY | 420 | $18.5M | $65K |
| VAN ZYVERDEN, INC. VAN ZYVERDEN, INC. 401(K) RETIREMENT PLAN | MERIDIAN, MS | Other RI/IA | 266 | $18.4M | $26K |
| STANDARD CONSTRUCTION COMPANY, INC. STANDARD CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN | GERMANTOWN, TN | Advisor / Consultant INVESTMENT ADVISOR | 156 | $17.1M | $32K |
| HELIX TRAFFIC SOLUTIONS, LLC HELIX TRAFFIC SOLUTIONS 401(K) PLAN | MURFREESBORO, TN | Other RI/IA | 2,386 | $16.5M | $6K |
| NATIONAL GUARD PRODUCTS, INC. NATIONAL GUARD PRODUCTS 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 394 | $15.6M | $26K |
| STANDARD CONSTRUCTION COMPANY, INC. STANDARD CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN | CORDOVA, TN | Advisor / Consultant INVESTMENT ADVISOR | 135 | $15.2M | $27K |
| ELVIS PRESLEY ENTERPRISES, INC. ELVIS PRESLEY ENTERPRISES INC. & AFFILIATES 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 393 | $15.2M | $45K |
| EVOLVE BANCORP, INC. EVOLVE BANCORP 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 437 | $14.8M | $56K |
| ELVIS PRESLEY ENTERPRISES, INC. ELVIS PRESLEY ENTERPRISES INC. & AFFILIATES 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 491 | $14.0M | $39K |
| PRESBYTERIAN DAY SCHOOL PRESBYTERIAN DAY SCHOOL RETIREMENT PLAN | MEMPHIS, TN | Other SERVICE PROVIDER | 101 | $13.7M | — |
| AMERICAN CONTRACT BRIDGE LEAGUE INC. AMERICAN CONTRACT BRIDGE LEAGUE 401(K) RETIREMENT PLAN | HORN LAKE, MS | Advisor / Consultant RIA | 85 | $13.7M | $6K |
| STANDARD CONSTRUCTION COMPANY, INC. STANDARD CONSTRUCTION CO., INC. 401(K) PROFIT SHARING PLAN | CORDOVA, TN | Advisor / Consultant INVESTMENT ADVISOR | 139 | $13.0M | $27K |
| ELVIS PRESLEY ENTERPRISES, INC. ELVIS PRESLEY ENTERPRISES INC. & AFFILIATES 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 293 | $12.3M | $41K |
| PRESBYTERIAN DAY SCHOOL PRESBYTERIAN DAY SCHOOL RETIREMENT PLAN | MEMPHIS, TN | Other SERVICE PROVIDER | 101 | $11.8M | $0 |
| VALOR HOSPITALITY PARTNERS, LLC VALOR HOSPITALITY PARTNERS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant RIA | 1,681 | $11.5M | $22K |
| UNCLE DONALD'S RESTAURANTS, LLC HUEY'S INVESTMENT PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 369 | $10.5M | $15K |
| SSI FIRE & LIFE SAFETY HOLDINGS LLC SSI FIRE & LIFE SAFETY 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 549 | $9.8M | $22K |
| VALOR HOSPITALITY PARTNERS, LLC VALOR HOSPITALITY PARTNERS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA, GA | Advisor / Consultant RIA | 1,665 | $8.9M | $24K |
| CHRIST COMMUNITY HEALTH SERVICES CHRIST COMMUNITY HEALTH SERVICES 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 434 | $8.4M | $0 |
| SSI FIRE & LIFE SAFETY HOLDINGS LLC SSI FIRE & LIFE SAFETY 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 395 | $7.2M | $16K |
| CHRIST COMMUNITY HEALTH SERVICES CHRIST COMMUNITY HEALTH SERVICES 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 461 | $7.0M | $2K |
| HOLLYWOOD FEED, LLC HOLLYWOOD FEED 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISORY | 1,134 | $6.7M | $25K |
| CLK MULTI FAMILY MANAGEMENT, LLC CLK MULTI FAMILY MANAGEMENT EMPLOYEE SAVINGS PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 307 | $6.3M | $26K |
| HOLLYWOOD FEED LLC HOLLYWOOD FEED 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISORY | 721 | $6.0M | $16K |
| WEPFER MARINE, INC. WEPFER MARINE, INC. 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 272 | $5.6M | $15K |
| CHRIST COMMUNITY HEALTH SERVICES CHRIST COMMUNITY HEALTH SERVICES 401(K)PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 397 | $5.6M | $2K |
| DATA FACTS, INC. DATA FACTS, INC. PROFIT SHARING PLAN | CORDOVA, TN | Advisor / Consultant INVESTMENT ADVISORY | 55 | $5.2M | $23K |
| SSI FIRE & LIFE SAFETY HOLDINGS LLC SSI FIRE & LIFE SAFETY LLC 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 248 | $5.1M | $14K |
| CLK MULTI FAMILY MANAGEMENT, LLC CLK MULTI FAMILY MANAGEMENT EMPLOYEE SAVINGS PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 269 | $5.1M | $20K |
| WEPFER MARINE, INC. WEPFER MARINE, INC. 401(K) PLAN | MEMPHIS, TN | Advisor / Consultant RIA | 273 | $4.8M | $12K |
| CLK MULTI FAMILY MANAGEMENT, LLC CLK MULTI FAMILY MANAGEMENT EMPLOYEE SAVINGS PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 259 | $4.1M | $19K |
| WRIGHT CONSTRUCTION COMPANY INC. WRIGHT CONSTRUCTION COMPANY INC. PROFIT SHARING PLAN | COLLIERVILLE, TN | Other NONE | 165 | $3.5M | $17K |
| PETPEOPLE ENTERPRISES, LLC PETPEOPLE ENTERPRISES, LLC 401(K) RETIREMENT PLAN | WORTHINGTON, OH | Advisor / Consultant ADVISORY | 171 | $3.4M | $5K |
| AGAPE CHILD & FAMILY SERVICES, INC. AGAPE CHILD & FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 104 | $1.9M | $10K |
| THE BADDOUR CENTER, INC. THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN | SENATOBIA, MS | Advisor / Consultant FINANCIAL ADVISOR | 186 | $1.7M | $7K |
| AGAPE CHILD & FAMILY SERVICES, INC. AGAPE CHILD & FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 108 | $1.5M | $6K |
| AGAPE CHILD & FAMILY SERVICES, INC. AGAPE CHILD & FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN | MEMPHIS, TN | Advisor / Consultant ADVISOR | 122 | $1.3M | $6K |
| THE HUTCHISON SCHOOL THE HUTCHISON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MEMPHIS, TN | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $8K |
| PETPEOPLE ENTERPRISES, LLC PETPEOPLE ENTERPRISES, LLC 401(K) RETIREMENT PLAN | WORTHINGTON, OH | Advisor / Consultant ADVISORY | 0 | $0 | $4K |
