Original filing (PDF)20251008141022NAL0005669457001

Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors

Name: Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors — Form 5500 Plan 002 (2024)
Creator: Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors Cash Balance Plan

Defined-benefit pension plan · Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors' Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors Cash Balance Plan held $1.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors' EIN is 26-4626204.

EIN 26-4626204

Plan number 002

Plan year 2024

ACK ID 20251008141022NAL0005669457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Annis Gardner Whiting Capital Advisors, LLC DBA AGW Capital Advisors' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score