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  2. Anchor Capital Management Grou

Filings through Oct 24, 2026.

Anchor Capital Management Grou

EIN 33-0684313-financial services-Latest filing 2025
Plans
1
Retirement
1
$230K assets
Health & Benefits
0
Participants
3
15 ENTERPRISE STE 450 - ALISO VIEJO, CA 926562656949-246-9112anchor-capital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$230K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$230K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST401(k)$230K32025
  • ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST$230K
    #001 · 401(k) · 20253
Retirement plans
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