How big is D'ANGELO Financial Services, LLC's plan?

D'ANGELO Financial Services, LLC's plan reported $3.7M in assets and 4 participants for 2025.

Original filing (PDF)20260429064513NAL0005745827001

D'ANGELO Financial Services, LLC

Name: D'ANGELO Financial Services, LLC — D'ANGELO Financia, Form 5500 (2025)
Creator: D'ANGELO Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D'ANGELO Financial Services, LLC 401(k) PS Plan

401(k) retirement plan · D'ANGELO Financial Services, LLC's D'ANGELO Financial Services, LLC 401(k) PS Plan held $3.7M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

LOU D'ANGELO signed D'ANGELO Financial Services, LLC's 2025 Form 5500 as plan administrator.

LOU D'ANGELO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

D'ANGELO Financial Services, LLC's EIN is 20-2248606.

EIN 20-2248606

Plan number 002

Plan year 2025

ACK ID 20260429064513NAL0005745827001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for D'ANGELO Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

D'ANGELO Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for D'ANGELO FINANCIAL SERVICES, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score