Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
ANGELO PLANNING GROUP, LLC
EIN 20-2037995financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
20
2590 BRIGHTON-HENRIETTA TOWN LINE R - ROCHESTER, NY 14623585-568-6933angeloplanninggroup.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANGELO PLANNING GROUP, LLC 401(K) PLAN
401k
Assets$2.3M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANGELO PLANNING GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$834K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANGELO PLANNING GROUP, LLC 401(K) PLAN | 401k | $2.3M | 10 | 2025 | |
| 002 | ANGELO PLANNING GROUP, LLC CASH BALANCE PLAN | CashBalance | $834K | 10 | 2025 |
Retirement plans