AUMdb

Progress Residential 401(k) Plan

Sponsored by Progress Residential · EIN 300834544 · Plan #001

Total assets
$61.4M
Net assets
$61.4M
Active participants
2,222
With balances
2,594

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $239,999
Ifam Capital Investment advisory (plan) $60,054
Investment advisory (participants) $7,000