Sponsor portfolio
ANGELO & ASSOCIATES FINANCIAL PLANNING GROUP
EIN 47-1155087investment managementLatest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
4
18 BRANT AVENUE - CLARK, NJ 07066732-382-2272angelofinancialplanning.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANGELO & ASSOCIATES FINANCIAL PLANNING GROUP 401(K) PLAN | 401k | $2.1M | 4 | 2025 |
Retirement plans