Original filing (PDF)20241030163433NAL0000679841001

ANGEL OAK COMPANIES

Name: ANGEL OAK COMPANIES — ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ANGEL OAK COMPANIES

Form 5500

FILING_RECEIVED

ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

266

Accounts w/ balance

502

Plan assets (EOY)

$28.4M

Net assets (EOY)

$28.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANGEL OAK COMPANIES.

Plan sponsor

Name

ANGEL OAK COMPANIES

EIN

27-0718181

Address

3060 PEACHTREE ROAD · SUITE 500 · ATLANTA, GA · 30305

Phone

(404) 467-5605

Industry

Finance & Insurancesee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS	—	CHICAGO, IL	THIRD PARTY ADMIN	$0	—

Investments

1 pooled fund· $27.1M(95% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY · EIN 71-0274708 / PN 000	Pooled Separate Account	$27.1M	95.4%

1–1 of 1

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