Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors (EIN 26-4626204) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $8.1M in plan assets and 20 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC 401(k) Plan | 001 | 15 | $6.1M |
| Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors Cash Balance Plan | 002 | 5 | $1.9M |
26-4626204 is the Employer Identification Number (EIN) Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
