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ARGENT WEALTH MANAGEMENT, INC. — ARGENT WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20250604180735NAL0011431969001
ARGENT WEALTH MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
ARGENT WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST
Defined-contribution retirement plan
Signals · 1
Late filing · 18.6 mo
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ARGENT WEALTH MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
ARGENT WEALTH MANAGEMENT, INC.
EIN
04-3173679
Address
200 FIFTH AVENUE · 7TH FLOOR · WALTHAM, MA · 02451
Phone
(781) 290-4900
Industry
Professional & Technical Services
see all
Plan administrator
Name
ARGENT WEALTH MANAGEMENT, INC.
EIN
04-3173679
City
WALTHAM, MA
Phone
(781) 290-4900
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2025-06-04
Pension benefit codes
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 18.6 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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