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

[ EIN: 33-0684313 | Plan No. 001 ]

The ANCHOR CAPITAL MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST plan, sponsored by ANCHOR CAPITAL MANAGEMENT GROU, is listed in Form 5500 data as a 401(k) plan. The filing reports 5 participants and total assets of $302,256 for plan year 2024.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ANCHOR CAPITAL MANAGEMENT GROU

Location: 15 ENTERPRISE STE 450, ALISO VIEJO, CA 92656

EIN: 330684313

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $302,256

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