AUMdb

Progressive Services, Inc. 401(k) Salary Reduction Plan

Sponsored by Progressive Services, Inc. Dba Progressive · EIN 860345657 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
1,036
With balances
399

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
World Investment Advisors Investment advisory (plan) $30,000
Benefits2 Administrators Llc Contract administrator $14,916
Empower Annuity Ins Co Of America Recordkeeping fees $12,331
Cota Street Inv Mngt Investment management $5,654