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Original filing (PDF)20250623094654NAL0005853553001
ARGO DATA RESOURCE CORPORATION
Form 5500
FILING_RECEIVED
ARGO DATA RESOURCE CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
279
Accounts w/ balance
456
Plan assets (EOY)
$61.9M
Net assets (EOY)
$61.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARGO DATA RESOURCE CORPORATION.
Plan sponsor
Name
ARGO DATA RESOURCE CORPORATION
EIN
75-2300387
Address
1500 NORTH GREENVILLE AVE · STE 500 · RICHARDSON, TX · 75081
Phone
(972) 866-3431
Industry
Custom Computer Programming· 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
2025-06-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MALNORY, MCNEAL & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Investments
32 direct securities· $61.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $7.3M | 11.8% | |
| JP Morgan JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $6.8M | 11.0% | |
| American Funds Target date 2035 R6 | — | — | — | $3.9M | 6.4% | |
| American Funds Target date 2045 R6 | — | — | — | $3.1M | 5.0% | |
| American Funds Target date 2040 R6 | — | — | — | $3.0M | 4.9% | |
| American Funds Target date 2030 R6 | — | — | — | $3.0M | 4.9% | |
| American Funds Target date 2050 R6 | — | — | — | $2.7M | 4.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $2.4M | 3.8% | |
| American Funds Target date 2060 R6 | — | — | — | $2.1M | 3.4% | |
| Fidelity Government Money Market Fund | — | — | — | $2.0M | 3.3% | |
| JP Morgan Equity Income R6 | — | — | — | $2.0M | 3.3% | |
| American Funds Target date 2025 R6 | — | — | — | $2.0M | 3.2% | |
| Baird Core Plus Bond Fund Class Inst | — | — | — | $2.0M | 3.2% | |
| American Funds Target date 2015 R6 | — | — | — | $1.9M | 3.1% | |
| Vanguard Information Technology Idx Adm | — | — | — | $1.8M | 2.8% | |
| Brokerage Link Common Stocks | — | — | — | $1.6M | 2.7% | |
| American Funds Target date 2055 R6 | — | — | — | $1.6M | 2.6% | |
| Brokerage Link Cash | — | — | — | $1.5M | 2.5% | |
| Vanguard Mid Cap Growth Index Fund Admiral Shares | — | — | — | $1.5M | 2.5% | |
| Fidelity Total International Index | — | — | — | $1.5M | 2.5% | |
| American Funds AF Balanced R6 | — | — | — | $1.5M | 2.4% | |
| Fidelity US Bond Index | — | — | — | $1.3M | 2.1% | |
| American Beacon Funds American Beacon Funds Cap Value Fund R6 | — | — | — | $1.2M | 1.9% | |
| Pioneer Strategy Income Fund Class K | — | — | — | $1.1M | 1.7% | |
| American Century Am Cent Mid-Cap Investment | — | — | — | $786K | 1.3% | |
| American Funds Target date 2020 R6 | — | — | — | $479K | 0.8% | |
| Fidelity Mid Cap Index | — | — | — | $438K | 0.7% | |
| Massachusetts Financial Services MFS International Equity Fund Class R6 | — | — | — | $411K | 0.7% | |
| Maturity: Monthly until paid in full Collateral: Participant account balances -0- | — | — | — | $317K | 0.5% | |
| American Funds AF New World R6 | — | — | — | $251K | 0.4% | |
| Fidelity Small Cap Index | — | — | — | $245K | 0.4% | |
| Fidelity Government Income Fund | — | — | — | $34K | <0.1% |
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