Assets by plan
Share of aggregate retirement assets
Filings through .
Angeles Investment Advisors, LLC
EIN 95-4839031investment managementLatest filing 2025
Plans
2
Retirement
2
$22.7M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ANGELES INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$19.9M
Participants41
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ANGELES INVESTMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$2.8M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ANGELES INVESTMENT ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $19.9M | 41 | 2025 |
| #002 | ANGELES INVESTMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $2.8M | 17 | 2024 |
- #001 · 401(k) · 202541
- #002 · Traditional DB · 202417
Retirement plans