Vicky SHEN signed Argon Medical Devices, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Argon Medical Devices, Inc.'s EIN is 27-2147843.
Download the official 2024 Form 5500 (PDF) for Argon Medical Devices, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Argon Medical Devices, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | ADVISOR | $57K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $9.3M | 16.0% | |
| Putnam Stable Val (15) | Mutual Funds | — | — | $5.9M | 10.2% | |
| PUTNAM STABLE VAL (15) PUTNAM · EIN 04-3159709 / PN 732 | Common Collective Trust | — | — | $5.9M | 10.2% | |
| T. ROWE PRICE BLUE CHIP GROWTH TRUS T. ROWE PRICE · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $5.2M | 9.0% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $4.6M | 7.9% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $4.0M | 7.0% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $4.0M | 6.8% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $3.8M | 6.6% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $3.6M | 6.2% | |
| COLUMBIA TR DIVIDEND INC INST 300 COLUMBIA · EIN 87-1854339 / PN 000 | Common Collective Trust | — | — | $2.4M | 4.2% | |
| Fidelity Freedom Index 2025 Instl Prem | Mutual Funds | — | — | $2.0M | 3.5% | |
| Blackrock Mid-Cap Gr Equity K | Other securities | — | — | $1.5M | 2.6% | |
| Blackrock Total Return K | Other securities | — | — | $1.5M | 2.6% | |
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $1.5M | 2.6% | |
| Fidelity Freedom Index 2020 Instl Prem | Mutual Funds | — | — | $1.4M | 2.5% | |
| American Beacon American Beacon Small Cap Val R6 | Other securities | — | — | $1.3M | 2.2% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $1.3M | 2.2% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $1.1M | 1.9% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $795K | 1.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $740K | 1.3% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $393K | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $385K | 0.7% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $365K | 0.6% | |
| Fidelity Freedom Index 2065 Instl Prem | Mutual Funds | — | — | $352K | 0.6% | |
| Loomis Sayles Loomis Sayles Small Cap Growth N | Other securities | — | — | $253K | 0.4% | |
| Allspring Spec Mid Cap Val R6 | Mutual Funds | — | — | $124K | 0.2% | |
| Fidelity Frdm Idx 2015 Instl Prem | Common Collective Trusts | — | — | $97K | 0.2% | |
| Fidelity Freedom Index 2010 Instl Prem | Mutual Funds | — | — | $44K | <0.1% | |
| Fidelity Freedom Index Inc Instl Prem | Mutual Funds | — | — | $13K | <0.1% |
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 |
|---|---|---|---|---|---|
| HENRY AND PETERS, PC | 75-1503978 | — | AUDITOR | $6K | — |
