Plan Ledger DOL Form 5500 · updated monthly

Angel Oak Companies LP401(k)

ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Angel Oak Companies LP reported $79,071 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $2,422 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 689th-largest of 2,160 plans among Georgia employers on file, and 2,472nd of 4,798 in finance & insurance. In 2024, employees put in $4.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,781,958
Participants with balances375
Active participants260
Employer contributions$629,608
Employee contributions$2,679,332
Employer contribution per active participant$2,422
Average account balance$76,752
Benefits paid to participants$6,787,421
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,071
Total administrative$79,071
The Angel Oak Companies LP 401(k) match · 2024
Employer contribution per active participant$2,422
Median for plans this size$2,416

Angel Oak Companies LP's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASCENSUS · Other servicesindirect comp
VOYA RETIREMENT INSURANCE ANNUITY · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$79,071 · 0.28%
Same employer
Similar plansFinance & Insurance · Georgia
Morris Bank GA$31.9M
Angel Oak Companies GA$28.4M · 0.45%
Breckenridge Is, Inc. GA$26.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472624363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.