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Original filing (PDF)20250910074636NAL0013026995001
ARGENT FINANCIAL GROUP, INC.
Form 5500
FILING_RECEIVED
ARGENT FINANCIAL GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
17% employer stock
Active participants
505
Accounts w/ balance
506
Plan assets (EOY)
$76.0M
Net assets (EOY)
$76.0M
How this plan invests
This plan
1 pooled trust
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 17% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARGENT FINANCIAL GROUP, INC..
Plan sponsor
Name
ARGENT FINANCIAL GROUP, INC.
EIN
72-1480307
Address
500 EAST REYNOLDS DRIVE · RUSTON, LA · 71720
Phone
(318) 251-5800
Industry
Finance & Insurancesee 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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LAPORTE, A PROFESSIONAL ACCOUNTING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AM. | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $16K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO | 94-1737782 | — | BROKERAGE SERVICES | $176 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION & PAYROLL | — | BATON ROUGE, LA | CONTRACT ADMIN | $35K | — |
Investments
58 direct securities · 1 pooled fund· $76.1M(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
$74.2M
57 holdings
Insurance Contracts
$1.7M
1 holding
Common Collective Trust
$114K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Employer Securities * Argent Financial Group, Inc. Common Stock | — | — | — | $13.3M | 17.4% | |
| Party-in- Borrower, Lessor, Current Interest or Similar Party Description of Investment Cost Value Mutual Funds Vanguard 500 Index Admiral | — | — | — | $8.0M | 10.5% | |
| Empower Mod Con Profile Fund Inst | — | — | — | $6.9M | 9.1% | |
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $5.0M | 6.6% | |
| Empower Mod Agg Profile Fund Inst | — | — | — | $3.0M | 3.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | — | — | — | $2.7M | 3.5% | |
| Highland US Focused Equity Strategy | — | — | — | $2.5M | 3.3% | |
| Empower Mod Profile Fund Inst | — | — | — | $2.5M | 3.3% | |
| Self-Directed Brokerage Account | — | — | — | $1.9M | 2.4% | |
| Key Guaranteed Portfolio Fund Shares of Mutual Funds | Insurance Contracts | — | — | $1.7M | 2.3% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.6M | 2.0% | |
| Highland Cap Mgmt SMID Core Alpha Fund C | — | — | — | $1.5M | 2.0% | |
| Harbor Capital Appreciation Retirement | — | — | — | $1.4M | 1.8% | |
| Vanguard Selected Value Inv | — | — | — | $1.3M | 1.8% | |
| Vanguard Short-Term Investment-Grade Adm | — | — | — | $1.3M | 1.7% | |
| Highland Growth Strategy | — | — | — | $1.2M | 1.6% | |
| Empower Agg Profile Fund Inst | — | — | — | $1.1M | 1.4% | |
| Empower T. Rowe Price Mid Cap Gr Inst | — | — | — | $1.1M | 1.4% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $1.1M | 1.4% | |
| T. Rowe Price T. Rowe Price Dividend Growth I | — | — | — | $957K | 1.3% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $932K | 1.2% | |
| Participant Loans Interest Rate 3.25% - 10.25% | — | — | — | $891K | 1.2% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $872K | 1.1% | |
| PIMCO Total Return Instl | — | — | — | $859K | 1.1% | |
| Highland Ultra Aggressive Strategy | — | — | — | $846K | 1.1% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock I | — | — | — | $835K | 1.1% | |
| Oakmark Institutional | — | — | — | $790K | 1.0% | |
| T. Rowe Price T. Rowe Price Equity Income I | — | — | — | $581K | 0.8% | |
| Vanguard Extended Market Idx Adm | — | — | — | $576K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement Balanced I | — | — | — | $573K | 0.8% | |
| Vanguard Wellesley Income Adm | — | — | — | $566K | 0.7% | |
| Causeway International Value Instl | — | — | — | $556K | 0.7% | |
| MFS INTL DIVERSIFICATION R6 | — | — | — | $528K | 0.7% | |
| Empower Con Profile Fund Inst | — | — | — | $499K | 0.7% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $490K | 0.6% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $486K | 0.6% | |
| American Funds Amer Funds Moderate G/I Portfolio R6 | — | — | — | $473K | 0.6% | |
| Interest-Bearing Cash | — | — | — | $429K | 0.6% | |
| Macquarie Emerging Markets R6 | — | — | — | $403K | 0.5% | |
| Artisan High Income Institutional | — | — | — | $350K | 0.5% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $338K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $303K | 0.4% | |
| American Funds American Funds New World R6 | — | — | — | $281K | 0.4% | |
| William Blair William Blair International | — | — | — | $279K | 0.4% | |
| Highland Conservative Strategy | — | — | — | $276K | 0.4% | |
| American Funds American Funds Capital Inc Bldr R6 | — | — | — | $258K | 0.3% | |
| Vanguard Real Estate Index Admiral | — | — | — | $257K | 0.3% | |
| Highland Balanced Strategy | — | — | — | $256K | 0.3% | |
| Party-in- Borrower, Lessor, Current Interest or Similar Party Description of Investment Cost Value Mutual Funds (Continued) Highland Cap Mgmt Core Fixed Fund Class | — | — | — | $211K | 0.3% | |
| PIMCO Real Return Instl | — | — | — | $203K | 0.3% | |
| Vanguard Energy Adm | — | — | — | $181K | 0.2% | |
| Franklin Templeton Global Bond R6 | — | — | — | $155K | 0.2% | |
| Empower Multi-Sector Bond Inst | — | — | — | $132K | 0.2% | |
| Collective Trust Fund Highland Cap Mgmt SMID Core Alpha CL E | — | — | — | $114K | 0.1% | |
| KEY GUARANTEED PORTFOLIO FUND TD AMERITRADE CIT · EIN 75-3182674 / PN 337 | Common Collective Trust | — | — | $114K | 0.1% | |
| Highland International Balanced Strategy | — | — | — | $103K | 0.1% | |
| Highland Tactical Income Strategy | — | — | — | $87K | 0.1% | |
| Vanguard Health Care Adm | — | — | — | $76K | <0.1% | |
| Highland Ultra Conservative Strategy | — | — | — | $63K | <0.1% |
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