Angelic Health 401(k) Plan
Sponsored by Angelic Practice Management Llc · EIN 825301108 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 176
- With balances
- 135
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Limestone Pension Associates Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $29,599 |
| Isdaner & Company Cpas | Accounting | $21,000 |
| Belfint Lyons Shuman Cpa | Accounting | $20,000 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $19,073 |
| Levy Wealth Management Group | Investment advisory (plan) | $10,909 |