M. Argueso & Co., Inc. 401(k) Plan & Trust
Sponsored by M. Argueso & Co., Inc. · EIN 223788131 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 154
- With balances
- 183
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $14,957 |
| Rockefeller Financial Llc | Investment advisory (plan) | $11,196 |
| Empower Annuity Insurance Company | Recordkeeping fees | $6,951 |