Original filing (PDF)20250528092236NAL0006409121001

ANGELL & COMPANY, PLLC

Name: ANGELL & COMPANY, PLLC — ANGELL & COMPANY, PLLC RETIREMENT PLAN, Form 5500 (2024)
Creator: ANGELL & COMPANY, PLLC

Form 5500-SF

FILING_RECEIVED

ANGELL & COMPANY, PLLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANGELL & COMPANY, PLLC.

Plan sponsor

Name

ANGELL & COMPANY, PLLC

EIN

35-2103199

Address

5700 CROOKS RD., SUITE 102 · TROY, MI · 48084

Phone

(248) 649-8720

Industry

CPA Offices· Professional & Technical Servicessee all

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

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

HODGDON, WILSON, GRIFFIN CPA'S, P.A.

HODGDON, WILSON, GRIFFIN CPA'S, P.A. PROFIT SHARING PLAN & TRUST

$3.7M · 4 participants

FRIEDMAN & PERRY, CPA'S

FRIEDMAN & PERRY, CPA'S PROFIT SHARING PLAN & TRUST

$3.7M · 2 participants

COOK & MOREHART, CPA

COOK & MOREHART 401(K) PROFIT SHARING PLAN

$3.7M · 9 participants

FONTES & MAHONY, CPAS, LLP

FONTES & MAHONY, CPAS, LLP PROFIT SHARING/401K PLAN

$3.7M · 1 participants

L. H. FRISHKOFF & COMPANY, LLP