Sponsor portfolio
NARWHAL CAPITAL MANAGEMENT, LLC
EIN 20-2969572investment managementLatest filing 2025
Plans
2
Retirement
1
$1.5M assets
Welfare
1
Participants
35
531 ROSELANE ST NW #420 - MARIETTA, GA 30060770-344-0172narwhalcapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NARWHAL CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$1.5M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
NARWHAL CAPITAL MANAGEMENT, LLC GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NARWHAL CAPITAL MANAGEMENT 401(K) PLAN | 401k | $1.5M | 20 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NARWHAL CAPITAL MANAGEMENT, LLC GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans