How big is Angeles Wealth Management, LLC's plan?

Angeles Wealth Management, LLC's plan reported $1.2M in assets and 16 participants for 2025.

Original filing (PDF)20260130171455NAL0005556209001

Angeles Wealth Management, LLC

Name: Angeles Wealth Management, LLC — Angeles Wealth, Form 5500 (2025)
Creator: Angeles Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Angeles Wealth Management, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Angeles Wealth Management, LLC's Angeles Wealth Management, LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Angeles Wealth Management, LLC's EIN is 45-3931656.

EIN 45-3931656

Plan number 001

Plan year 2025

ACK ID 20260130171455NAL0005556209001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Angeles Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Angeles Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANGELES WEALTH MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score