How big is Angstrom Automotive Group, LLC's plan?

Angstrom Automotive Group, LLC's plan reported $17.3M in assets and 1,213 participants for 2024.

Original filing (PDF)20251014121301NAL0002731761001

Angstrom Automotive Group, LLC

Name: Angstrom Automotive Group, LLC — Angstrom Automotive, Form 5500 (2024)
Creator: Angstrom Automotive Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Angstrom Automotive Group, LLC 401(k) Plan

401(k) retirement plan · Angstrom Automotive Group, LLC's Angstrom Automotive Group, LLC 401(k) Plan held $17.3M in plan assets for 1,213 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,213

Accounts w/ balance

492

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

People on this filing

Karin Francis signed Angstrom Automotive Group, LLC's 2024 Form 5500 as plan administrator.

Karin Francis — 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

Angstrom Automotive Group, LLC's EIN is 27-3774178.

EIN 27-3774178

Plan number 001

Plan year 2024

ACK ID 20251014121301NAL0002731761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Angstrom Automotive Group, 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 ANGSTROM AUTOMOTIVE GROUP, LLC.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Plan sponsor

Name

ANGSTROM AUTOMOTIVE GROUP, LLC

EIN

all filings

Address

2000 TOWN CENTER, SUITE 1100 · SOUTHFIELD, MI · 48075

Phone

(937) 667-4403

Industry

Manufacturing

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Investments

30 direct securities· $16.7M(97% of reported assets)

Mutual Funds

$14.5M

21 holdings

Common Collective Trusts

$1.9M

6 holdings

Other securities

$376K

3 holdings

					% of plan
Fidelity Investments Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$3.4M	19.8%
Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$2.1M	12.4%
Fidelity Investments Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$1.7M	10.0%
Fidelity Investments Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$1.4M	8.4%
Fidelity Investments Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$1.4M	8.0%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.2M	7.1%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$877K	5.1%
Fidelity Investments Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$780K	4.5%
Fidelity Investments Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$671K	3.9%
Fidelity Investments Fidelity Total Bond Fund	Mutual Funds	—	—	$377K	2.2%
Fidelity Investments Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$320K	1.9%
Fidelity Investments Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$295K	1.7%
Fidelity Investments Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$290K	1.7%
Fidelity Investments Fidelity Global ex U.S. Index Fund	Common Collective Trusts	—	—	$264K	1.5%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$222K	1.3%
Allspring Global Investments Allspring Special Mid Cap Value Fund - Class Admin	Other securities	—	—	$209K	1.2%
Fidelity Investments Fidelity Emerging Markets Fund	Mutual Funds	—	—	$158K	0.9%
T.Rowe Price T.Rowe Price Dividend Growth Fund Advisor Class	Other securities	—	—	$143K	0.8%
Fidelity Investments Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$139K	0.8%
Fidelity Investments Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$138K	0.8%
Invesco Diversified Fund R5 Class	Mutual Funds	—	—	$133K	0.8%
Fidelity Investments Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$85K	0.5%
Fidelity Investments Fidelity International Capital Appreciation Fund	Mutual Funds	—	—	$71K	0.4%
Fidelity Investments Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$47K	0.3%
MFS Investors MFS Mid Cap Growth Fund Class R3	Mutual Funds	—	—	$41K	0.2%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$40K	0.2%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$29K	0.2%
Fidelity Investments Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$27K	0.2%
Allspring Global Investments Allspring Special Small Cap Value Fund - Class Admin	Other securities	—	—	$24K	0.1%
Fidelity Investments Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$17K	0.1%