AUMdb

Argano, Llc 401(k) Plan

Sponsored by Argano, Llc · EIN 851176161 · Plan #001

Total assets
$123M
Net assets
$123M
Active participants
894
With balances
1,162

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees $175,415
Oppenheimer & Company Inc. Investment advisory (participants), Investment advisory (plan) $65,000
Armanino, Llp Consulting (pension), Participant loan processing $16,828
Forvis, Llp Accounting $14,175