401k Record

Providers › The Angell Pension Group, Inc.

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.

Services reported

Service codeMeaningPlans
99Other fees35
49Other services33
13Contract administrator27
50Direct payment from the plan10
15Recordkeeping and information management8
16Consulting (general)8
37Participant loan processing6
64Recordkeeping fees5

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Constellation Software (U.S.A.) Inc. Retirement Savings PlanCSI USA $1,611,203,91817,284$710,368
Vishay Employee Savings Plus PlanrecordkeeperVishay Intertechnology $452,833,4052,985$5,000
Loandepot.com, LLC 401(k) PlanloanDepot.com $397,477,9266,843$22,870
United Musculoskeletal Partners, LLC 401(k) PlanUnited Musculoskeletal Partners $360,664,7902,670$0
Bryant University 403(b) Retirement PlanBryant University $318,178,2141,555$11,084
Rakuten USA 401(k) PlanRakuten USA $310,502,5882,811$27,928
The Longstreet Clinic, P. C. 401(k) Plan and TrustLongstreet Clinic $143,036,689866$5,000
Hawthorn Medical Associates, LLC Profit Sharing PlanHawthorn Medical Associates $134,899,596200$0
Vista Family of Companies 401(k) Multiple Employer Plan and Profit-sharing PlanXojet Aviation $133,182,0562,325$19,500
Imprivata, Inc. 401(k) PlanImprivata $118,837,5751,149$12,434
Connecticut Orthopaedic Specialists, PC 401(k) PlanConnecticut Orthopaedic Specialists $115,232,327774$46,677
Unite Here Local 26 401(k) PlanTrustees of the Unite Here Local 26 401(k) Plan $100,214,6003,034$51,032
Curbell, Inc. 401(k) PlanrecordkeeperCurbell $77,135,865601$10,215
Associated Grocers 401(k) Savings Plan Trust AccountAssociated Grocers of New England $76,679,4001,120$0
Gold Medal Bakery, Inc. Employees Supplemental Income PlanGold Medal Bakery $71,245,530757$18,667
Manning Gross + Massenburg LLP 401(k) Profit Sharing PlanManning Gross + Massenburg $59,274,366665$0
Oxford Instruments 401(k) PlanOxford Instruments Holdings 2013 $56,925,956527$16,645
Amsc 401(k) Savings PlanAmerican Superconductor $56,741,155349$0
UFP Technologies, Inc. 401(k) PlanUFP Technologies $56,220,455728$23,430
Kahn, Litwin, Renza & Co., Ltd. 401(k) Retirement PlanKahn Litwin Renza $50,604,005402$9,503
Doris Duke Management Foundation 401(k) PlanDoris Duke Management Foundation $50,297,566287$0
Associated Insurance Management, LLC 401(k) PlanAssociated Insurance Management $49,410,702221$9,907
Coastal1 Credit Union 401(k) PlanCoastal1 Credit Union $47,333,222358$0
Derry Medical Center 401(k) PlanDerry Medical Center $46,631,477374$8,450
Workers Federal Credit Union 401(k) Retirement PlanWorkers Federal Credit Union $44,830,983422$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.