How big is ARGO Wealth Advisory, LLC's plan?

ARGO Wealth Advisory, LLC's plan reported $18K in assets and 2 participants for 2025.

Original filing (PDF)20260401122908NAL0001180065001

ARGO Wealth Advisory, LLC

Name: ARGO Wealth Advisory, LLC — ARGO Wealth Advisory, Form 5500 (2025)
Creator: ARGO Wealth Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ARGO Wealth Advisory 401(k) Plan

401(k) retirement plan · ARGO Wealth Advisory, LLC's ARGO Wealth Advisory 401(k) Plan held $18K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

ARGO Wealth Advisory, LLC's EIN is 33-3151291.

EIN 33-3151291

Plan number 001

Plan year 2025

ACK ID 20260401122908NAL0001180065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ARGO Wealth Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ARGO Wealth Advisory, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ARGO WEALTH ADVISORY, LLC.

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score