Progressive Lighting, Inc. 401(k) Salary Reduction Plan And Trust
Sponsored by Progressive Lighting, Inc. · EIN 581269002 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 205
- With balances
- 223
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,568 |
| Janney Montgomery Scott Llc | Investment advisory (plan), Direct payment from the plan | $24,931 |
| Pension Financial Services Inc | Contract administrator, Other services, Other fees | $100 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |