Sponsor portfolio
ARGOSY FINANCIAL LLC
EIN 87-3208234investment managementLatest filing 2025
Plans
1
Retirement
1
$238K assets
Welfare
0
Participants
3
20325 N 51ST AVE STE 174 - GLENDALE, AZ 85308623-236-9263argosyfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARGOSY FINANCIAL LLC 401(K) P/S PLAN | 401k | $238K | 3 | 2025 |
Retirement plans