Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANGELES INVESTMENT ADVISORS, LLC
EIN 95-4839031investment managementLatest filing 2025
Plans
2
Retirement
2
$22.7M assets
Welfare
0
Participants
58
429 SANTA MONICA BLVD., SUITE 650 - SANTA MONICA, CA 90401310-393-6300angelesinvestments.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $22.7M assets / 58 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
ANGELES INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$19.9M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANGELES INVESTMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.8M
Participants17
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 | ANGELES INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $19.9M | 41 | 2025 | |
| 002 | ANGELES INVESTMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.8M | 17 | 2024 |
Retirement plans