Form 5500 Search

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

SERVICES PROVIDED

Advisor / Consultant45
Other5

Top plans served

All 50 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect 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
DUNCAN WILLIAMS — Form 5500 Service Provider Profile | Form 5500 Search