Back to filter
Original filing (PDF)20250731184838NAL0009014064001
ANGLE HEALTH
Form 5500-SF
FILING_RECEIVED
FORUS 401(K)
401(k) retirement plan
Active participants
80
Accounts w/ balance
106
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANGLE HEALTH.
Plan sponsor
Name
ANGLE HEALTH
EIN
84-3416444
Address
2261 MARKET ST #4265 · SAN FRANCISCO, CA · 94114
Phone
(855) 544-0036
Industry
Finance & Insurancesee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2X · Other multiple-employer DC plan
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Finance & Insurance plans
TRIMBLE INSURANCE AGENCY, INC.
TRIMBLE INSURANCE AGENCY, INC 401(K) RETIREMENT PLAN
$1.3M · 11 participants
TRUMMIE PATRICK INSURANCE AGENCY, INC.
TRUMMIE PATRICK INSURANCE AGENCY, INC. EMPLOYEES 401K PLAN
$1.2M · 8 participants
THE DENNIS J. SWEENEY COMPANY
THE DENNIS J. SWEENEY COMPANY 401(K) PROFIT SHARING PLAN
$1.2M · 3 participants
ANGELA FRANGIEH INSURANCE AGENCY, INC.
ANGELA FRANGIEH INSURANCE AGENCY, INC 401(K) PLAN
$1.2M · 7 participants
OAK BRANCH ADVISORS LLC
OAK BRANCH ADVISORS 401(K) PLAN
$1.3M · 15 participants
KARL & ASSOCIATES
KARL & ASSOCIATES 401(K) P/S PLAN
$1.3M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B