Original filing (PDF)20250616161717NAL0002521618001

THE ARGOSY FOUNDATION

Name: THE ARGOSY FOUNDATION — THE ARGOSY FOUNDATION EMPLOYEE RETIREMENT BENEFIT PLAN, Form 5500 (2024)
Creator: THE ARGOSY FOUNDATION

Form 5500-SF

FILING_RECEIVED

THE ARGOSY FOUNDATION EMPLOYEE RETIREMENT BENEFIT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ARGOSY FOUNDATION.

Plan sponsor

Name

THE ARGOSY FOUNDATION

EIN

04-6752868all filings

Address

555 E WELLS ST STE 1650 · MILWAUKEE, WI · 532023838

Phone

(414) 721-0011

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-16

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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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