# Angel Oak Companies, LLC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/angel-oak-companies-llc-472624363-501

> Angel Oak Companies, LLC&#39;s Health &amp; Welfare plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Angel Oak Companies, LLC

- **Sponsor EIN:** 472624363

- **Sponsor Address:** 3344 PEACHTREE RD NE, ATLANTA, GA, 30326

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 290

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|290|$0|$0|$0|

| 2024|260|$0|$0|$0|

| 2023|273|$0|$0|$0|

| 2022|401|$0|$0|$0|

## Similar Plans

- [Invesco Holding Company (Us), INC.](https://planprovider.pro/companies/invesco-holding-company-us-inc-401k-plan) — 4,845 participants

- [Pathstone](https://planprovider.pro/companies/pathstone-401k-plan) — 596 participants

- [Angel Oak Companies](https://planprovider.pro/companies/angel-oak-companies-lp-401k-plan) — 266 participants

- [Hb Wealth Management LLC](https://planprovider.pro/companies/hb-wealth-management-llc-401k-plan) — 224 participants

- [Hb Wealth Management, LLC](https://planprovider.pro/companies/hb-wealth-management-llc-872119854-502) — 218 participants

- [The Jones Company](https://planprovider.pro/companies/the-jones-company-581484387-501) — 204 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/angel-oak-companies-llc-472624363-501)

&copy; 2026 PlanProvider.Pro
