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Original filing (PDF)20250908094434NAL0012207267001
ARGO GROUP US, INC.
Form 5500
FILING_RECEIVED
ARGO GROUP US 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,587
Accounts w/ balance
1,413
Plan assets (EOY)
$192.6M
Net assets (EOY)
$192.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARGO GROUP US, INC..
Plan sponsor
Name
ARGO GROUP US, INC.
EIN
06-1183996
Address
711 BROADWAY SUITE 400 · SAN ANTONIO, TX · 78215
Phone
(210) 321-8400
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| 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 | — |
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | NONE | $55K | — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $900 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $195 | — |
Investments
30 direct securities · 1 pooled fund· $192.6M(100% of reported assets)
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.
Uncategorized
$182.1M
30 holdings
Common Collective Trust
$10.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | $178K | $36.4M | 18.9% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2030 A | — | — | $768K | $14.0M | 7.3% | |
| Columbia Management Investment Advisors Columbia Select Large Cap Growth Instl | — | — | $1.5M | $13.0M | 6.7% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2040 A | — | — | $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 | — | — | $446K | $10.0M | 5.2% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2045 A | — | — | $373K | $8.1M | 4.2% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | $93K | $7.8M | 4.0% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2035 A | — | — | $329K | $6.4M | 3.3% | |
| J.P. Morgan Funds JPMorgan SmartRetirement Income A | — | — | $416K | $6.4M | 3.3% | |
| TimesSquare Capital Management AMG TimesSquare Mid Cap Growth N | — | — | $392K | $6.2M | 3.2% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | — | — | $483K | $6.0M | 3.1% | |
| MFS Investment Management MFS Value R3 | — | — | $121K | $5.8M | 3.0% | |
| Fidelity Investments Fidelity Bond Index | — | — | $558K | $5.7M | 3.0% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2020 A | — | — | $318K | $5.0M | 2.6% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2025 A | — | — | $295K | $4.9M | 2.5% | |
| American Funds American Funds Europacific Gr R5 | — | — | $90K | $4.8M | 2.5% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2055 A | — | — | $156K | $4.2M | 2.2% | |
| American Funds American Funds New Perspective R5 | — | — | $61K | $3.8M | 2.0% | |
| Fidelity Investments Fidelity International Index | — | — | $78K | $3.7M | 1.9% | |
| Dimensional Fund Advisors DFA US Micro Cap I | — | — | $119K | $3.5M | 1.8% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2060 A | — | — | $140K | $3.2M | 1.7% | |
| Self-Directed Brokerage Accounts *Empower Investment Self-directed brokerage account | — | — | — | $3.1M | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | $80K | $2.7M | 1.4% | |
| Congress Asset Management Company Congress Small Cap Growth Institutional | — | — | $35K | $1.6M | 0.8% | |
| Participant loans Various maturity dates and interest rates ranging from 4.25% to 9.50% | — | — | — | $1.3M | 0.7% | |
| Dodge & Cox Funds Dodge & Cox International Stock | — | — | $21K | $1.0M | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | $35K | $979K | 0.5% | |
| Registered Investment Companies American Century Investments American Century Small Cap Value R6 | — | — | $78K | $824K | 0.4% | |
| Baron Capital Baron Emerging Markets Institutional | — | — | $35K | $529K | 0.3% | |
| J.P. Morgan Funds JPMorgan SmartRetirement 2065 A | — | — | $8K | $159K | <0.1% |