Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANGLE ADVISORS, LLC
EIN 27-2500213investment bankingLatest filing 2025
Plans
2
Retirement
2
$15.7M assets
Welfare
0
Participants
39
101 SOUTHFIELD, 2ND FLOOR - BIRMINGHAM, MI 48009248-605-9503angleadvisors.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.7M assets / 39 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
ANGLE ADVISORS, LLC 401(K) PLAN
401k
Assets$12.6M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANGLE ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants14
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 | ANGLE ADVISORS, LLC 401(K) PLAN | 401k | $12.6M | 25 | 2025 | |
| 002 | ANGLE ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $3.0M | 14 | 2025 |
Retirement plans