Amanda Collentro signed Progress Software Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Progress Software Corporation's EIN is 04-2746201.
Download the official 2024 Form 5500 (PDF) for Progress Software Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Progress Software Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$234K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $96K | — |
| CAPFINANCIAL PARTNERS, LLC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $80.9M | 20.0% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $67.6M | 16.7% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $53.5M | 13.2% | |
| Fidelity Low-Priced Stock Fund Mutual Fund | Mutual Funds | — | — | $26.9M | 6.6% | |
| Fidelity Freedom 2035 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $21.1M | 5.2% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $21.1M | 5.2% | |
| Fidelity Freedom 2030 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $14.8M | 3.6% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $14.8M | 3.6% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $13.8M | 3.4% | |
| Fidelity Freedom 2040 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $13.7M | 3.4% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $13.7M | 3.4% | |
| Fidelity Freedom 2045 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $11.0M | 2.7% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $11.0M | 2.7% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.1M | 2.5% | |
| Fidelity Freedom 2050 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $9.8M | 2.4% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $9.8M | 2.4% | |
| Fidelity Freedom 2025 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $9.4M | 2.3% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $9.4M | 2.3% | |
| American Funds Europacific Growth Fund Mutual Fund | Mutual Funds | — | — | $9.3M | 2.3% | |
| JPMorgan Equity Income Fund Mutual Fund | Other securities | — | — | $8.5M | 2.1% | |
| PIMCO TOTAL RETURN I SEI TRUST COMPANY · EIN 27-0834603 / PN 006 | Common Collective Trust | — | — | $8.3M | 2.0% | |
| Fidelity Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.8M | 1.9% | |
| Fidelity Freedom 2055 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $6.4M | 1.6% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $6.4M | 1.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.0M | 1.5% | |
| JPMorgan Small Cap Value Fund Mutual Fund | Other securities | — | — | $4.3M | 1.1% | |
| BlackRock High Yield Fund Mutual Fund | Other securities | — | — | $3.6M | 0.9% | |
| New York Life Anchor Account Pooled Separate Account | Pooled Separate Accounts | — | — | $3.3M | 0.8% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $3.3M | 0.8% | |
| Fidelity Freedom 2060 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $2.6M | 0.6% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $2.6M | 0.6% | |
| Fidelity Freedom 2020 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $2.3M | 0.6% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| ClearBridge Small Cap Growth Fund Mutual Fund | Other securities | — | — | $2.3M | 0.6% | |
| Fidelity Freedom 2015 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $2.0M | 0.5% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $2.0M | 0.5% | |
| Vanguard Inflation-Protected Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 0.5% | |
| Principal Real Estate Securities Fund Mutual Fund | Other securities | — | — | $1.1M | 0.3% | |
| Fidelity Freedom 2065 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $761K | 0.2% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $761K | 0.2% | |
| Fidelity Freedom Income Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $724K | 0.2% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $724K | 0.2% | |
| Fidelity Freedom 2010 Commingled Pool Fund Collective Trust | Common Collective Trusts | — | — | $237K | <0.1% | |
| FID FRDM 2010 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $237K | <0.1% | |
| Fidelity Government Money Market Premium Fund Money Market Mutual Fund | Mutual Funds | — | — | $68K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| CONSULTANT |
| $49K |
| — |
