Plan Snapshot
- Plan Sponsor: Adams Keegan INC.
- Sponsor EIN: 621311326
- Sponsor Address: 6750 POPLAR AVENUE, SUITE 400, MEMPHIS, TN, 38138
- Plan Type: 401(k)
- Total Participants: 24,235
- Total Assets: $415.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 24,235 | $415.2M | $16.2M | $36.9M |
| 2023 | 28,027 | $403.2M | $15.2M | $41.5M |
| 2022 | 20,727 | $315.4M | $11.9M | $33.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | Auditor | $30,800 | — | $30,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,800
- Estimated Expense Ratio: 0.007% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$61,608 | — | $17,059 | $30,800 | — |
| 2023 | $4,008 | — | $16,802 | $28,000 | — |
| 2022 | $16,252 | — | $16,252 | — | — |