How big is Angle Advisors, LLC's plan?

Angle Advisors, LLC's plan reported $2.2M in assets and 13 participants for 2024.

Original filing (PDF)20250716124310NAL0003141761001

Angle Advisors, LLC

Name: Angle Advisors, LLC — Angle Advisors, LLC Cash, Form 5500 (2024)
Creator: Angle Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Angle Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Angle Advisors, LLC's Angle Advisors, LLC Cash Balance Plan held $2.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Angle Advisors, LLC's EIN is 27-2500213.

EIN 27-2500213

Plan number 002

Plan year 2024

ACK ID 20250716124310NAL0003141761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Angle Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Angle Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANGLE ADVISORS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score