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Original filing (PDF)20251015130031NAL0009356610001
ARGUS CONSULTING, INC.
Form 5500
FILING_RECEIVED
ARGUS CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
107
Accounts w/ balance
122
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
79
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M (extraction pending)]" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARGUS CONSULTING, INC..
Plan sponsor
Name
ARGUS CONSULTING, INC.
EIN
58-2088728
Address
7900 COLLEGE BOULEVARD · SUITE 200 · OVERLAND PARK, KS · 662102194
Phone
(816) 874-8245
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
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
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INV ADV, PARTICIPANTS | $25K | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
2 direct securities · 7 pooled funds· $3.9M(23% 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.
Pooled Separate Account
$1.5M
3 holdings
Uncategorized
$1.3M
2 holdings
Common Collective Trust
$1.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M (extraction pending)] | — | — | — | $1.1M | 6.4% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.1M | 6.4% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $358K | 2.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $320K | 1.9% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $240K | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $203K | 1.2% | |
| DAILY MSCI EMG MKTS INDX SL FUND ZV | — | — | — | $203K | 1.2% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $203K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $176K | 1.0% |
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