· 2022–2024 · DOL EFAST2

ANGELL CAPITAL MANAGEMENT, LLC — ANGELL CAPITAL MANAGEMENT, L.L.C. RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20250917093411NAL0000154627001

ANGELL CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ANGELL CAPITAL MANAGEMENT, L.L.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ANGELL CAPITAL MANAGEMENT, LLC

EIN

43-1889612all filings

Address

118 W SNEED ST · SUITE C · CENTRALIA, MO · 52406

Phone

(636) 896-8000

Industry

Finance & Insurancesee 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

2025-09-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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