Hannah Coffey signed Progress Bank's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Progress Bank's EIN is 26-1740755.
Download the official 2022 Form 5500 (PDF) for Progress Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Progress Bank's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Employer Securities ** Progress Financial Corp. Common Stock + | Common Stocks | — | — | $2.7M | 18.9% | |
| value Insurance Company General Acct. ** Standard Insurance Company Stable Asset 2 + | Common Stocks | — | — | $1.8M | 12.4% | |
| American Funds American 2035 Target Date + | Mutual Funds | — | — | $1.4M | 9.9% | |
| American Funds American 2045 Target Date + | Mutual Funds | — | — | $1.1M | 8.0% | |
| Registered Investments Companies (Mutual Funds) American Funds American 2025 Target Date + | Mutual Funds | — | — | $938K | 6.6% | |
| American Funds American Funds Growth Fund of America + | Mutual Funds | — | — | $932K | 6.5% | |
| iShares Funds iShares S&P 500 Index + | Common Collective Trusts | — | — | $722K | 5.1% | |
| Columbia Funds Columbia Dividend Income + | Other securities | — | — | $657K | 4.6% | |
| American Funds American 2055 Target Date + | Mutual Funds | — | — | $354K | 2.5% | |
| American Funds American Funds Europacific Growth + | Mutual Funds | — | — | $308K | 2.2% | |
| John Hancock Funds John Hancock Disciplined Value Mid Cap + | Other securities | — | — | $306K | 2.2% | |
| Invesco Funds Invesco Global Opportunity + | Mutual Funds | — | — | $296K | 2.1% | |
| American Funds American Funds Cap World Growth & Income+ | Mutual Funds | — | — | $291K | 2.0% | |
| Vanguard Funds Vanguard Midcap Index Fund + | Common Collective Trusts | — | — | $273K | 1.9% | |
| JP Morgan Funds JP Morgan Small Cap Value + | Other securities | — | — | $208K | 1.5% | |
| MFS Investments MFS Government Securities + | Mutual Funds | — | — | $202K | 1.4% | |
| PIMCO Funds Pimco Total Return + | Mutual Funds | — | — | $202K | 1.4% | |
| Invesco Funds Invesco Small Cap Growth + | Mutual Funds | — | — | $197K | 1.4% | |
| Participant Loan Notes - | Participant loans | — | — | $191K | 1.3% | |
| Blackrock Funds Blackrock Global Allocation + | Other securities | — | — | $169K | 1.2% | |
| Goldman Sachs Funds Goldman Sachs High Yield + | Other securities | — | — | $155K | 1.1% | |
| MFS Investments MFS Technology + | Mutual Funds | — | — | $139K | 1.0% | |
| iShares Funds iShares Russell 2000 Securities Index + | Common Collective Trusts | — | — | $136K | 1.0% | |
| Ivy Funds Ivy Mid Cap Growth + | Other securities | — | — | $118K | 0.8% | |
| Vanguard Funds Vanguard Health Care + | Mutual Funds | — | — | $110K | 0.8% | |
| Invesco Funds Invesco Real Estate + | Mutual Funds | — | — | $109K | 0.8% | |
| MFS Investments MFS Utilities Fund + | Mutual Funds | — | — | $90K | 0.6% | |
| PIMCO Funds Pimco Real Return + | Mutual Funds | — | — | $47K | 0.3% | |
| Wells Fargo Funds Wells Fargo Emerging Markets Equity + | Other securities | — | — | $38K | 0.3% | |
| American Funds American 2065 Target Date + | Mutual Funds | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
