Original filing (PDF)20251001154533NAL0014490576001

TRACY BAGGERLY, INC. DBA PROGESSIVE FINANCIAL SERVICES

Name: TRACY BAGGERLY, INC. DBA PROGESSIVE FINANCIAL SERVICES — PROGRESSIVE FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: TRACY BAGGERLY, INC. DBA PROGESSIVE FINANCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

PROGRESSIVE FINANCIAL SERVICES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$706K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRACY BAGGERLY, INC. DBA PROGESSIVE FINANCIAL SERVICES.

Plan sponsor

Name

TRACY BAGGERLY, INC. DBA PROGESSIVE FINANCIAL SERVICES

EIN

32-0073315

Address

664 SOUTH RIVERSHORE LN. SUITE 150 · SUITE 130 · EAGLE, ID · 83616

Phone

(208) 939-9448

Industry

Finance & Insurancesee all

Plan administrator