# Angelic Practice Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/angelic-practice-management-llc-401k-plan

> Angelic Practice Management LLC&#39;s 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/isdaner-and-company-llc) — AUDIT

- [BELFINT LYONS SHUMAN CPA](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — AUDIT

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/angelic-practice-management-llc-401k-plan)

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