Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
D'ANGELO FINANCIAL SERVICES, LLC
EIN 20-2248606investment bankingLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
8
9380 MCKNIGHT ROAD, SUITE 100 - PITTSBURGH, PA 15237412-366-8740LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 8 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#002
D'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN
401k
Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
D'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | D'ANGELO FINANCIAL SERVICES, LLC 401(K) PS PLAN | 401k | $3.7M | 4 | 2025 | |
| 003 | D'ANGELO FINANCIAL SERVICES, LLC CASH BALANCE PLAN | CashBalance | $1.7M | 4 | 2025 |
Retirement plans