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FOGEL CAPITAL MANAGEMENT, INC.

EIN 65-0574046-investment management-Latest filing 2025
Plans
1
Retirement
1
$4.6M assets
Welfare
0
Participants
12
453 SE RIVERSIDE DRIVE - STUART, FL 34994772-223-9686fogelcapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$4.6M - 12 part

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Retirement#001

FOGEL CAPITAL MANAGEMENT PROFIT SHARING PLAN

401k

Assets$4.6M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOGEL CAPITAL MANAGEMENT PROFIT SHARING PLAN401k$4.6M122025
Retirement plans
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