· 2022–2024 · DOL EFAST2

ARCHIMEDES ADVISOR GROUP LLC — ARCHIMEDES ADVISOR GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250625132507NAL0004627139001

ARCHIMEDES ADVISOR GROUP LLC

Form 5500-SF

FILING_RECEIVED

ARCHIMEDES ADVISOR GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

8

Accounts w/ balance

9

Plan assets (EOY)

$756K

Net assets (EOY)

$756K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ARCHIMEDES ADVISOR GROUP LLC

EIN

85-3078238all filings

Address

640 5TH AVE FL 12 · NEW YORK, NY · 100196102

Phone

(917) 529-2357

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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CVC MANAGER, LLC

CVC MANAGER, LLC 401(K) PLAN

$756K · 5 participants

CADWELL WEALTH MANAGEMENT GROUP, LLC

CADWELL WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

$756K · 10 participants

BRITT & ASSOCIATES 401(K) PROFIT SHARING PLAN

$756K · 3 participants

GOLDEN YEARS ADVISORS, LLC

GOLDEN YEARS ADVISORS, LLC 401(K) PLAN

$756K · 5 participants

PARTNERSHIP FINANCIAL, LLC

RETIREMENT INCOME SECURITY PLAN-PARTNERSHIP FINANCIAL, LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.