How big is Argosy Financial LLC's plan?

Argosy Financial LLC's plan reported $238K in assets and 3 participants for 2025.

Original filing (PDF)20260512120927NAL0008218128001

Argosy Financial LLC

Name: Argosy Financial LLC — Argosy Financial LLC 401(k), Form 5500 (2025)
Creator: Argosy Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Argosy Financial LLC 401(k) P/S Plan

401(k) retirement plan · Argosy Financial LLC's Argosy Financial LLC 401(k) P/S Plan held $238K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

James Norris signed Argosy Financial LLC's 2025 Form 5500 as plan administrator.

James Norris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Argosy Financial LLC's EIN is 87-3208234.

EIN 87-3208234

Plan number 001

Plan year 2025

ACK ID 20260512120927NAL0008218128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Argosy Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Argosy Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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