Progressive Planning A 401(k) Retirement Plan
Sponsored by Frontier Management, Llc · EIN 931307531 · Plan #001
- Total assets
- $14.0M
- Net assets
- $13.7M
- Active participants
- 3,155
- With balances
- 825
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $88,445 |
| Pension Plan Specialists, Pc | Consulting fees | $36,073 |
| Raymond James Financial Services Ad | Investment advisory (plan), Consulting fees | $26,517 |