Duncan Williams Asset Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Duncan Williams Asset Management is reported as a service provider on 14 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $324,776 and reported indirect compensation totals $23,480.
Reported compensation summary
- Reported direct compensation
- $324,776
- Reported indirect compensation
- $23,480
- Total reported compensation
- $348,256
- Filings
- 14
- Plan sponsors
- 14
- Plans
- 14
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Evolve Bancorp Inc | TN | 1 | $64,882 |
| Elvis Presley Enterprises, Inc. | TN | 1 | $38,857 |
| Building Plastics, Inc. | TN | 1 | $33,788 |
| Nexair, LLC | TN | 1 | $31,500 |
| Standard Construction Company, Inc. | TN | 1 | $27,010 |
| National Guard Products, Inc. | TN | 1 | $26,432 |
| Valor Hospitality Partners, LLC | GA | 1 | $23,649 |
| Presbyterian Day School | TN | 1 | $23,465 |
| Clk Multi Family Management, LLC | TN | 1 | $20,138 |
| Ssi Fire & Life Safety Holdings LLC | TN | 1 | $16,312 |
State footprint
Plans reporting Duncan Williams Asset Management are sponsored in TN (13), GA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Evolve Bancorp Inc | Evolve Bancorp 401(K) Plan | 2023 | $64,867 | $15 |
| Elvis Presley Enterprises, Inc. | Elvis Presley Enterprises Inc. & Affiliates 401(K) Plan | 2023 | $38,857 | not reported in the loaded dataset |
| Building Plastics, Inc. | Building Plastics, Inc. Profit Sharing Plan | 2023 | $33,788 | not reported in the loaded dataset |
| Nexair, LLC | Nexair, LLC Profit Sharing And 401(K) Plan | 2023 | $31,500 | not reported in the loaded dataset |
| Standard Construction Company, Inc. | Standard Construction Co., Inc. 401(K) Profit Sharing Plan | 2023 | $27,010 | not reported in the loaded dataset |
| National Guard Products, Inc. | National Guard Products 401(K) Plan | 2023 | $26,432 | not reported in the loaded dataset |
| Valor Hospitality Partners, LLC | Valor Hospitality Partners 401(K) Retirement Savings Plan | 2023 | $23,649 | not reported in the loaded dataset |
| Presbyterian Day School | Presbyterian Day School Retirement Plan | 2023 | not reported in the loaded dataset | $23,465 |
| Clk Multi Family Management, LLC | Clk Multi Family Management Employee Savings Plan | 2023 | $20,138 | $0 |
| Ssi Fire & Life Safety Holdings LLC | Ssi Fire & Life Safety 401(K) Plan | 2023 | $16,312 | not reported in the loaded dataset |
| Hollywood Feed LLC | Hollywood Feed 401(K) Plan | 2023 | $16,038 | not reported in the loaded dataset |
| Wepfer Marine, Inc. | Wepfer Marine, Inc. 401(K) Plan | 2023 | $12,263 | not reported in the loaded dataset |
| The Hutchison School | The Hutchison School Defined Contribution Retirement Plan | 2023 | $7,592 | not reported in the loaded dataset |
| Agape Child & Family Services, Inc. | Agape Child & Family Services, Inc. Tax Sheltered Annuity Plan | 2023 | $6,330 | not reported in the loaded dataset |
Related Form 5500 pages
- Evolve Bancorp 401(K) Plan (plan 002)
- Evolve Bancorp Inc — all reported plans
- Elvis Presley Enterprises Inc. & Affiliates 401(K) Plan (plan 001)
- Elvis Presley Enterprises, Inc. — all reported plans
- Building Plastics, Inc. Profit Sharing Plan (plan 001)
- Building Plastics, Inc. — all reported plans
- Nexair, LLC Profit Sharing And 401(K) Plan (plan 001)
- Nexair, LLC — all reported plans
- Standard Construction Co., Inc. 401(K) Profit Sharing Plan (plan 002)
- Standard Construction Company, Inc. — all reported plans
- National Guard Products 401(K) Plan (plan 001)
- National Guard Products, Inc. — all reported plans
- Valor Hospitality Partners 401(K) Retirement Savings Plan (plan 001)
- Valor Hospitality Partners, LLC — all reported plans
- Presbyterian Day School Retirement Plan (plan 001)
- Presbyterian Day School — all reported plans
- Clk Multi Family Management Employee Savings Plan (plan 001)
- Clk Multi Family Management, LLC — all reported plans
- Ssi Fire & Life Safety 401(K) Plan (plan 001)
- Ssi Fire & Life Safety Holdings LLC — all reported plans
- Hollywood Feed 401(K) Plan (plan 001)
- Hollywood Feed LLC — all reported plans
- Wepfer Marine, Inc. 401(K) Plan (plan 001)
- Wepfer Marine, Inc. — all reported plans
- The Hutchison School Defined Contribution Retirement Plan (plan 003)
- The Hutchison School — all reported plans
- Agape Child & Family Services, Inc. Tax Sheltered Annuity Plan (plan 001)
- Agape Child & Family Services, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources