Plan Snapshot
- Plan Sponsor: Angelic Practice Management LLC
- Sponsor EIN: 825301108
- Sponsor Address: 8025 E. BLACKHORSE PIKE, PLEASANTVILLE, NJ, 08232
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 176 | $2.2M | $162,113 | $523,510 |
| 2023 | 345 | $1.9M | $140,296 | $451,679 |
| 2022 | 209 | $1.4M | $130,766 | $439,884 |
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 |
|---|---|---|---|---|
| LIMESTONE PENSION ASSOCIATES LLC | THIRD PARTY ADMINISTRATO | $29,599 | — | $29,599 |
| ISDANER & COMPANY CPAS | AUDIT | $21,000 | — | $21,000 |
| BELFINT LYONS SHUMAN CPA | AUDIT | $20,000 | — | $20,000 |
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $19,073 | — | $19,073 |
| LEVY WEALTH MANAGEMENT GROUP | INVESTMENT ADVISOR-PLAN | $10,909 | — | $10,909 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ISDANER & COMPANY CPAS — AUDIT
- BELFINT LYONS SHUMAN CPA — AUDIT
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,581
- Estimated Expense Ratio: 4.640% of plan assets
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 | $101,464 | $11,791 | $29,599 | $41,000 | — |
| 2023 | $14,300 | — | $14,300 | — | — |
| 2022 | $13,379 | — | $10,518 | — | $2,861 |