Norma Levan signed ARGO Group US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ARGO Group US, Inc.'s EIN is 06-1183996.
Download the official 2024 Form 5500 (PDF) for ARGO Group US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ARGO Group US, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $91K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $86K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $195 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | NONE | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $900 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | $178K | $36.4M | 18.9% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2030 A | Other securities | — | $768K | $14.0M | 7.3% | |
| Columbia Management Investment Advisors Columbia Select Large Cap Growth Instl | Other securities | — | $1.5M | $13.0M | 6.7% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2040 A | Other securities | — | $523K | $11.2M | 5.8% | |
| PUTNUM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10.5M | 5.4% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2050 A | Other securities | — | $446K | $10.0M | 5.2% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2045 A | Other securities | — | $373K | $8.1M | 4.2% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | $93K | $7.8M | 4.0% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2035 A | Other securities | — | $329K | $6.4M | 3.3% | |
| J.P. Morgan Funds JPMorgan SmartRetirement Income A | Other securities | — | $416K | $6.4M | 3.3% | |
| TimesSquare Capital Management AMG TimesSquare Mid Cap Growth N | Other securities | — | $392K | $6.2M | 3.2% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | Mutual Funds | — | $483K | $6.0M | 3.1% | |
| MFS Investment Management MFS Value R3 | Mutual Funds | — | $121K | $5.8M | 3.0% | |
| Fidelity Investments Fidelity Bond Index | Mutual Funds | — | $558K | $5.7M | 3.0% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2020 A | Other securities | — | $318K | $5.0M | 2.6% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2025 A | Other securities | — | $295K | $4.9M | 2.5% | |
| American Funds American Funds Europacific Gr R5 | Mutual Funds | — | $90K | $4.8M | 2.5% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2055 A | Other securities | — | $156K | $4.2M | 2.2% | |
| American Funds American Funds New Perspective R5 | Mutual Funds | — | $61K | $3.8M | 2.0% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | $78K | $3.7M | 1.9% | |
| Dimensional Fund Advisors DFA US Micro Cap I | Mutual Funds | — | $119K | $3.5M | 1.8% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2060 A | Other securities | — | $140K | $3.2M | 1.7% | |
| Self-Directed Brokerage Accounts *Empower Investment Self-directed brokerage account | Self-Directed Brokerage | — | — | $3.1M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | $80K | $2.7M | 1.4% | |
| Congress Asset Management Company Congress Small Cap Growth Institutional | Common Stocks | — | $35K | $1.6M | 0.8% | |
| Participant loans Various maturity dates and interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.3M | 0.7% | |
| Dodge & Cox Funds Dodge & Cox International Stock | Mutual Funds | — | $21K | $1.0M | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | $35K | $979K | 0.5% | |
| Registered Investment Companies American Century Investments American Century Small Cap Value R6 | Other securities | — | $78K | $824K | 0.4% | |
| Baron Capital Baron Emerging Markets Institutional | Other securities | — | $35K | $529K | 0.3% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2065 A | Other securities | — | $8K | $159K | <0.1% |
