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Original filing (PDF)20251014144721NAL0004277200001
ANGELINI PHARMA, INC.
Form 5500
FILING_RECEIVED
ANGELINI PHARMA, INC. 401K
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
119
Accounts w/ balance
165
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANGELINI PHARMA, INC..
Plan sponsor
Name
ANGELINI PHARMA, INC.
EIN
13-3135070
Address
230 PEACHTREE STREET NW · SUITE 1250 · ATLANTA, GA · 30303
Phone
(301) 330-7597
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FUNARO & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $10K | — |
Investments
33 direct securities· $9.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund R2 RFFTX 87,824 shares | — | — | $1.5M | $1.6M | 17.9% | |
| American Funds 2045 Target Date Retirement Fund R2 AAHTX 52,996 shares | — | — | $969K | $1.1M | 12.0% | |
| American Funds 2025 Target Date Retirement Fund R2 AADTX 66,716 shares | — | — | $962K | $983K | 10.9% | |
| American Funds 2030 Target Date Retirement Fund R2 AAETX 42,296 shares | — | — | $679K | $709K | 7.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $574K | 6.4% | |
| net of accrued loan principal & interest | — | — | — | $574K | 6.4% | |
| American Funds 2055 Target Date Retirement Fund R2 AAMTX 22,101 shares | — | — | $510K | $559K | 6.2% | |
| American Funds 2040 Target Date Retirement Fund R2 AAGTX 26,392 shares | — | — | $477K | $524K | 5.8% | |
| American Funds 2050 Target Date Retirement Fund R2 AALTX 22,920 shares | — | — | $409K | $462K | 5.1% | |
| Janus Henderson Mid Cap Value S Fund JMVIX 24,679 shares | — | — | $396K | $393K | 4.4% | |
| American Funds The Growth Fund of America R2 RGABX 5,113 shares | — | — | $310K | $340K | 3.8% | |
| American Funds 2020 Target Date Retirement Fund R2 AACTX 20,729 shares | — | — | $268K | $273K | 3.0% | |
| PGIM Jennison Mid-Cap Growth Fund Class A PEEAX 14,403 shares | — | — | $253K | $216K | 2.4% | |
| Principal Equity Income A Fund PQIAX 4,560 shares | — | — | $162K | $178K | 2.0% | |
| PGIM Jennison Value Fund Class R JDVRX 6,631 shares | — | — | $136K | $147K | 1.6% | |
| (CL) PGIM Jennison Focused Growth CL A PGIM 0 | — | — | $116K | $143K | 1.6% | |
| Goldman Sachs Small Cap Value Fund A GSSMX 4,045 shares | — | — | $181K | $139K | 1.5% | |
| American Funds Capital World Growth & Income Fund R2 RWIBX 2,182 shares | — | — | $124K | $136K | 1.5% | |
| Touchstone Small Company A Fund SAGWX 17,867 shares | — | — | $100K | $107K | 1.2% | |
| JPMorgan Government Bond A Fund OGGAX 10,328 shares | — | — | $104K | $97K | 1.1% | |
| American Funds Bond Fund of Amer R2 RBFBX 8,335 shares | — | — | $99K | $93K | 1.0% | |
| American Funds U.S. Govt Money Market Fund R2 RABXX 52,860.56 shares | — | — | $53K | $53K | 0.6% | |
| Goldman Sachs Short Duration Government Fund A GSSDX 4,555 shares | — | — | $44K | $42K | 0.5% | |
| First Eagle Global A Fund SGENX 592 shares | — | — | $36K | $40K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund R2 RBATX 3,443 shares | — | — | $39K | $39K | 0.4% | |
| Invesco International Bond Fund R OIBNX 7,146 shares | — | — | $32K | $31K | 0.3% | |
| PGIM Jennison Natural Resources Fund A PGNAX 355 shares | — | — | $18K | $18K | 0.2% | |
| Royce Small-Cap Value Service Fund RYVFX 1,173 shares | — | — | $11K | $11K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund R2 AABTX 868 shares | — | — | $10K | $10K | 0.1% | |
| Columbia Strategic Income A Fund COSIX 366 shares | — | — | $8K | $8K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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