Progress Foundation 403(b) Retirement Plan
Sponsored by Progress Foundation · EIN 941716828 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 437
- With balances
- 357
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Recordkeeping fees | $47,848 |
| Cambridge Investment Research Adv | Investment advisory (plan) | $16,000 |
| Peery & Associates, Inc. | Consulting (general), Participant loan processing | $5,775 |