Plan Snapshot
- Plan Sponsor: Angel Studios, INC.
- Sponsor EIN: 465217451
- Sponsor Address: 295 W CENTER ST, PROVO, UT, 846014430
- Plan Type: 401(k)
- Total Participants: 205
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 205 | $5.4M | $739,201 | $1.2M |
| 2023 | 189 | $3.5M | $539,590 | $942,656 |
| 2022 | 167 | $1.7M | $466,729 | $783,801 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HBME, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBME, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $41,180 | — | $41,180 | — | — |
| 2023 | $27,213 | $11,597 | $15,616 | — | — |
| 2022 | — | — | — | — | — |