AUMdb

Progressive Foam Technologies, Inc. 401(k) Retirement Plan

Sponsored by Progressive Foam Technologies, Inc. · EIN 341769074 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
191
With balances
190

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $49,061
Commonwealth Financial Network Investment advisory (plan), Other fees $0
Cbiz Benefits & Insurance Services Other services, Other fees $0
Wilshire Associates Incorported Investment advisory (plan), Other investment fees and expenses $0