Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS
EIN 26-4626204Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
23
511 WEST BAY STREET, SUITE 310 - TAMPA, FL 33606813-254-4700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 23 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 401(K) PLAN
401k
Assets$6.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC 401(K) PLAN | 401k | $6.1M | 18 | 2024 | |
| 002 | ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC DBA AGW CAPITAL ADVISORS CASH BALANCE PLAN | CashBalance | $1.9M | 5 | 2024 |
Retirement plans