Angel Oak Companies 401(k) match, vesting and fees
What Angel Oak Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Voya Retirement Insurance Annuity | Schedule C ↗ |
| Independent auditor | Doeren Mayhew Assurance (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Angel Oak Companies: employer contribution per participant | $1,679 | |
| Peer median | $2,868 |
| Angel Oak Companies: average balance | $76,752 | |
| Peer median | $95,281 |
| Angel Oak Companies: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $28.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 407 | $28.8M | $630K | $1,679 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Angel Oak Companies match 401(k) contributions?
The match terms for the Angel Oak Companies 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $630K in employer contributions, about $1,679 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Angel Oak Companies 401(k) match vested?
The vesting schedule for the Angel Oak Companies 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Angel Oak Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance Annuity. The plan administrator is Futureplan Fiduciary Services, LLC.
I left Angel Oak Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Futureplan Fiduciary Services, LLC, (855) 711-5283) or the recordkeeper, Voya Retirement Insurance Annuity. The Angel Oak Companies old 401(k) page lists the contacts from every plan filing. Find an old Angel Oak Companies 401(k)
Data from the public Form 5500 annual reports Angel Oak Companies filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Angel Oak Companies. Not financial advice. Report a correction · Methodology