How big is Progressive Planning LLC's plan?

Progressive Planning LLC's plan reported $1.3M in assets and 5 participants for 2025.

Original filing (PDF)20260415155500NAL0021224224001

Progressive Planning LLC

Name: Progressive Planning LLC — Progressive Planning LLC, Form 5500 (2025)
Creator: Progressive Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Progressive Planning LLC 401(k) Plan

401(k) retirement plan · Progressive Planning LLC's Progressive Planning LLC 401(k) Plan held $1.3M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Robert Goggins signed Progressive Planning LLC's 2025 Form 5500 as plan administrator.

Robert Goggins — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Progressive Planning LLC's EIN is 26-2655082.

EIN 26-2655082

Plan number 001

Plan year 2025

ACK ID 20260415155500NAL0021224224001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Progressive Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Progressive Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROGRESSIVE PLANNING LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score