Annex Wealth Management, LLC (EIN 68-0524298) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $13.9M in plan assets and 297 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Annex Wealth Management, LLC 401(k) Retirement Plan | 001 | 148 | $13.9M |
| Annex Wealth Management Benefit Plan | 501 | 149 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
68-0524298 is the Employer Identification Number (EIN) Annex Wealth Management, LLC 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 Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
