Angelic Practice Management LLC's EIN is 82-5301108.
Download the official 2024 Form 5500 (PDF) for Angelic Practice Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Angelic Practice Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVY WEALTH MANAGEMENT GROUP | 45-5378898 | — | INVESTMENT ADVISOR-PLAN | $11K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $2.1M | 96.8% | |
| TA LIFEGOAL 2035 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $448K | 20.7% | |
| TA LIFEGOAL 2030 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $244K | 11.2% | |
| TA LIFEGOAL 2050 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $229K | 10.6% | |
| TA LIFEGOAL 2025 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $225K | 10.4% | |
| TA LIFEGOAL 2045 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $152K | 7.0% | |
| TA LIFEGOAL 2040 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $138K | 6.4% | |
| TA LIFEGOAL RET W CLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $136K | 6.3% | |
| TA LIFEGOAL 2055 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $99K | 4.5% | |
| TA VANGUARD TTL STCK MKT INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $76K | 3.5% | |
| STATE STREET US BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $70K | 3.2% | |
| JPMORGAN LG CAP RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $69K | 3.2% | |
| TA LIFEGOAL 2065 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 403 | Pooled Separate Account | — | — | $37K | 1.7% | |
| STATE STREET INTL INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $34K | 1.6% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $30K | 1.4% | |
| CLEARBRIDGE SM CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 380 | Pooled Separate Account | — | — | $19K | 0.9% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $18K | 0.8% | |
| TA LIFEGOAL 2060 W BLACKROCK RETACT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $12K | 0.6% | |
| ALLSPRING SPECIAL SM CAP VAL RET AC TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 965 | Pooled Separate Account | — | — | $9K | 0.4% | |
| STATE ST RUSSELL SM CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $8K | 0.4% | |
| JPMORGAN CORE PLUS BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 117 | Pooled Separate Account | — | — | $6K | 0.3% | |
| HARTFORD INTL OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 643 | Pooled Separate Account | — | — | $3K | 0.2% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $3K | 0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LIMESTONE PENSION ASSOCIATES LLC | 51-0383217 | — | THIRD PARTY ADMINISTRATO | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ISDANER & COMPANY CPAS | 23-6410283 | — | AUDIT | $21K | — |
| BELFINT LYONS SHUMAN CPA | 51-0232399 | — | AUDIT | $20K | — |
