LIZ Ellis signed Angel Studios, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Angel Studios, Inc.'s EIN is 46-5217451.
Download the official 2024 Form 5500 (PDF) for Angel Studios, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Angel Studios, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 20.7% | |
| Fidelity 500 Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $702K | 13.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $670K | 12.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $669K | 12.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $524K | 9.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $426K | 7.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $389K | 7.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $155K | 2.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $119K | 2.2% | |
| Fidelity Mid Cap Index Fund Mutual fund N/A | Common Collective Trusts | — | — | $111K | 2.1% | |
| Invesco Small Cap Value R6 Fund Mutual fund N/A | Mutual Funds | — | — | $103K | 1.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $54K | 1.0% | |
| Participant Loans Interest Rates of 6.5% to 9.5% N/A | Bonds / Notes | — | — | $51K | 0.9% | |
| MFS Core Equity Fund Mutual fund N/A | Mutual Funds | — | — | $45K | 0.8% | |
| American Funds Small Cap World R6 Fund Mutual fund N/A | Mutual Funds | — | — | $43K | 0.8% | |
| Hartford Schroder International Stock Fund Mutual fund N/A | Other securities | — | — | $40K | 0.7% | |
| American Funds Europacific Growth R6 Fund Mutual fund N/A | Mutual Funds | — | — | $39K | 0.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $33K | 0.6% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $32K | 0.6% | |
| DFA Real Estate Securities I Fund Mutual fund N/A | Mutual Funds | — | — | $14K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $10K | 0.2% | |
| DFA US Small Cap Growth Institutional Fund Mutual fund N/A | Mutual Funds | — | — | $10K | 0.2% | |
| Janus Henderson Developed World Bond Fund Mutual fund N/A 509 Delaware Ivy Systematic Emerging Markets Equity Fund Mutual fund N/A | Mutual Funds | — | — | $10K | 0.2% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $9K | 0.2% | |
| (E) | Other securities | — | — | $9K | 0.2% | |
| Principal Small Cap Separate Account Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| DFA International Government Fixed Income I Fund Mutual fund N/A | Mutual Funds | — | — | $8K | 0.1% | |
| American Funds Inflation Linked Bond R6 Fund Mutual fund N/A | Mutual Funds | — | — | $7K | 0.1% | |
| Principal Core Fixed Income Separate Account Pooled Separate Accounts N/A | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $6K | 0.1% | |
| Legg Mason BrandyWine Global High Yield IS Fund Mutual fund N/A | Other securities | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2K | <0.1% | |
| Hartford Strategic Income R6 Fund Mutual fund N/A | Other securities | — | — | $2K | <0.1% | |
| Invesco Discovery Mid Cap Growth R6 Fund Mutual fund N/A | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
