How big is Angelo Associates, Inc.'s plan?

Angelo Associates, Inc.'s plan reported $341K in assets and 8 participants for 2025.

Original filing (PDF)20260406071120NAL0004044899001

Angelo Associates, Inc.

Name: Angelo Associates, Inc. — AAI 401(k) Plan, Form 5500 (2025)
Creator: Angelo Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AAI 401(k) Plan

401(k) retirement plan · Angelo Associates, Inc.'s AAI 401(k) Plan held $341K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

Plan identifiers

Angelo Associates, Inc.'s EIN is 25-1649349.

EIN 25-1649349

Plan number 001

Plan year 2025

ACK ID 20260406071120NAL0004044899001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Angelo Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Angelo Associates, Inc.'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 ANGELO ASSOCIATES, INC..

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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