401k Record

Providers › The Angell Pension Group, Inc.

The Angell Pension Group, Inc.

Plans listing this provider

116

0.21% of the 56,420 plans with Schedule H financials; 111 in 2023

Assets of those plans

$3,255,078,491

0.04% of all Schedule H plan assets

Plans where it is the recordkeeper

2

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$685,547

57% 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
13Contract administrator74
49Other services37
99Other fees6
10Accounting (including auditing)2
15Recordkeeping and information management1
17Consulting (pension)1
27Investment advisory (plan)1
50Direct payment from the plan1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Bally's 401(k) PlanBally's Management Group $175,414,6757,694$0
H.W. Lochner, Inc. 401(k) Retirement PlanH.W. Lochner $151,070,3141,102$8,633
High Street Insurance Partners 401(k) PlanHigh Street Insurance Partners $147,517,4812,053$0
Amcon, Cemstone and TCC Employee Savings PlanCemstone Products $129,034,6901,099$105,081
E Ink Corporation 401(k) Savings PlanE Ink $95,228,931611$0
Leerink Partners 401(k) PlanLeerink Partners $76,095,595556$750
Rochester Electronics, LLC 401(k) Profit Sharing PlanRochester Electronics $74,317,249736$0
Symphonyai 401(k) PlanSymphonyai $72,473,100799$20,000
R.H. White 401(k) Profit Sharing-pw PlanR.H. White Construction $70,357,016699$17,250
Southern Glazer's Wine and Spirits of Massachusetts, LLC Employees' TrustSouthern Glazer's Wine and Spirits of Massachusetts $69,925,409237$17,244
Delta Dental of Rhode Island 401(k) Profit Sharing PlanDelta Dental of Rhode Island $55,294,946175$0
Student Transportation of America, Inc. 401(k) Savings PlanStudent Transportation of America $48,104,6122,712$78,560
Recorded Future 401(k) PlanRecorded Future $46,923,859702$4,915
Darling's ET AL 401(k) Retirement Savings PlanDarling's $44,595,229573$0
Waterline Industries Corp. Employee Stock Ownership 401(k) PlanWaterline Industries $43,854,119136$0
Total Team Solutions 401(k) Retirement PlanLynn Group Inc. D/B/A Total Team Solutions $43,055,854418$8,100
SPS New England, Inc. Profit Sharing/retirement PlanSPS New England $42,204,487296$6,488
I.A.T.S.E. Local 11 Section 401(k) PlanInternational Alliance Theatrical Stage Employees Local 11 $42,132,710787$6,525
Lexington Eye Associates, Inc. Retirement Savings PlanLexington Eye Associates $40,753,077167$6,780
Kettle Cuisine, LLC 401(k) Savings PlanKettle Cuisine $40,263,3841,361$26,022
Engineered Materials Solutions Contribution and 401(k) Savings PlanEMS Engineered Materials Solutions $40,216,240410$0
Brookwood Companies Inc. Tax Favored Savings PlanBrookwood Companies $40,040,206269$0
Machias Savings Bank 401(k) PlanMachias Savings Bank $39,736,415334$1,200
KBE Building Corporation 401(k) Savings PlanKBE Building $39,230,416278$0
Metro Credit Union 401(k) PlanrecordkeeperMetro Credit Union $38,918,289434$17,395

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.