Plans listing this provider
80
0.14% of the 56,420 plans with Schedule H financials; 79 in 2023
Providers › The Angell Pension Group, Inc.
Plans listing this provider
80
0.14% of the 56,420 plans with Schedule H financials; 79 in 2023
Assets of those plans
$5,850,752,396
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,586,823
73% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 99 | Other fees | 35 |
| 49 | Other services | 33 |
| 13 | Contract administrator | 27 |
| 50 | Direct payment from the plan | 10 |
| 15 | Recordkeeping and information management | 8 |
| 16 | Consulting (general) | 8 |
| 37 | Participant loan processing | 6 |
| 64 | Recordkeeping fees | 5 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Constellation Software (U.S.A.) Inc. Retirement Savings Plan | CSI USA | $1,611,203,918 | 17,284 | $710,368 |
| Vishay Employee Savings Plus Planrecordkeeper | Vishay Intertechnology | $452,833,405 | 2,985 | $5,000 |
| Loandepot.com, LLC 401(k) Plan | loanDepot.com | $397,477,926 | 6,843 | $22,870 |
| United Musculoskeletal Partners, LLC 401(k) Plan | United Musculoskeletal Partners | $360,664,790 | 2,670 | $0 |
| Bryant University 403(b) Retirement Plan | Bryant University | $318,178,214 | 1,555 | $11,084 |
| Rakuten USA 401(k) Plan | Rakuten USA | $310,502,588 | 2,811 | $27,928 |
| The Longstreet Clinic, P. C. 401(k) Plan and Trust | Longstreet Clinic | $143,036,689 | 866 | $5,000 |
| Hawthorn Medical Associates, LLC Profit Sharing Plan | Hawthorn Medical Associates | $134,899,596 | 200 | $0 |
| Vista Family of Companies 401(k) Multiple Employer Plan and Profit-sharing Plan | Xojet Aviation | $133,182,056 | 2,325 | $19,500 |
| Imprivata, Inc. 401(k) Plan | Imprivata | $118,837,575 | 1,149 | $12,434 |
| Connecticut Orthopaedic Specialists, PC 401(k) Plan | Connecticut Orthopaedic Specialists | $115,232,327 | 774 | $46,677 |
| Unite Here Local 26 401(k) Plan | Trustees of the Unite Here Local 26 401(k) Plan | $100,214,600 | 3,034 | $51,032 |
| Curbell, Inc. 401(k) Planrecordkeeper | Curbell | $77,135,865 | 601 | $10,215 |
| Associated Grocers 401(k) Savings Plan Trust Account | Associated Grocers of New England | $76,679,400 | 1,120 | $0 |
| Gold Medal Bakery, Inc. Employees Supplemental Income Plan | Gold Medal Bakery | $71,245,530 | 757 | $18,667 |
| Manning Gross + Massenburg LLP 401(k) Profit Sharing Plan | Manning Gross + Massenburg | $59,274,366 | 665 | $0 |
| Oxford Instruments 401(k) Plan | Oxford Instruments Holdings 2013 | $56,925,956 | 527 | $16,645 |
| Amsc 401(k) Savings Plan | American Superconductor | $56,741,155 | 349 | $0 |
| UFP Technologies, Inc. 401(k) Plan | UFP Technologies | $56,220,455 | 728 | $23,430 |
| Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement Plan | Kahn Litwin Renza | $50,604,005 | 402 | $9,503 |
| Doris Duke Management Foundation 401(k) Plan | Doris Duke Management Foundation | $50,297,566 | 287 | $0 |
| Associated Insurance Management, LLC 401(k) Plan | Associated Insurance Management | $49,410,702 | 221 | $9,907 |
| Coastal1 Credit Union 401(k) Plan | Coastal1 Credit Union | $47,333,222 | 358 | $0 |
| Derry Medical Center 401(k) Plan | Derry Medical Center | $46,631,477 | 374 | $8,450 |
| Workers Federal Credit Union 401(k) Retirement Plan | Workers Federal Credit Union | $44,830,983 | 422 | $12,222 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.