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Original filing (PDF)20251015090144NAL0002136931001
PROGRESSIVE FOAM TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
PROGRESSIVE FOAM TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
190
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROGRESSIVE FOAM TECHNOLOGIES, INC..
Plan sponsor
Name
PROGRESSIVE FOAM TECHNOLOGIES, INC.
EIN
34-1769074
Address
6753 CHESTNUT RIDGE ROAD · BEACH CITY, OH · 446089464
Phone
(330) 756-3200
Industry
Manufacturingsee all
Plan administrator
Name
PROGRESSIVE FOAM TECHNOLOGIES, INC.
EIN
34-1769074
City
BEACH CITY, OH
Phone
(330) 756-3200
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
415 GROUP, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATES INCORPORTED | 95-2755361 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | CONTRACT ADMINISTRATOR | $0 | — |
Investments
27 direct securities · 7 pooled funds· $14.4M(100% of reported assets)
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.
Uncategorized
$11.2M
27 holdings
Pooled Separate Account
$3.2M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option Guaranteed investment contract | — | — | — | $1.9M | 14.1% | |
| Vanguard Target Retirement 2040 Inv Fund Registered investment company | — | — | — | $1.8M | 13.8% | |
| Vanguard Target Retirement 2030 Inv Fund Registered investment company | — | — | — | $1.2M | 8.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.0M | 7.7% | |
| Principal Core Fixed Income Separate Account-Z Pooled separate account | — | — | — | $785K | 5.9% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $785K | 5.9% | |
| Vanguard Target Retirement 2050 Inv Fund Registered investment company | — | — | — | $760K | 5.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $577K | 4.3% | |
| Vanguard Target Retirement 2055 Inv Fund Registered investment company | — | — | — | $564K | 4.2% | |
| Vanguard Target Retirement 2035 Inv Fund Registered investment company | — | — | — | $542K | 4.1% | |
| Fidelity 500 Index Fund Registered investment company | — | — | — | $529K | 4.0% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $500K | 3.7% | |
| Vanguard Target Retirement 2045 Inv Fund Registered investment company | — | — | — | $421K | 3.2% | |
| Notes receivable from participants 3.25% - 9.50% -0- | — | — | — | $330K | 2.5% | |
| Vanguard Target Retirement 2060 Inv Fund Registered investment company | — | — | — | $297K | 2.2% | |
| Vanguard Target Retirement 2065 Inv Fund Registered investment company | — | — | — | $219K | 1.6% | |
| American Funds EuroPacific Growth R6 Fund Registered investment company | — | — | — | $217K | 1.6% | |
| BrandywineGLOBAL Global Opportunities Bond IS Fund Registered investment company | — | — | — | $213K | 1.6% | |
| American Century Mid Cap Value R6 Fund Registered investment company | — | — | — | $188K | 1.4% | |
| JPMorgan Mid Cap Growth R6 Fund Registered investment company | — | — | — | $171K | 1.3% | |
| Vanguard Small Cap Index Admiral Fund Registered investment company | — | — | — | $164K | 1.2% | |
| Vanguard Mid Cap Index Admiral Fund Registered investment company | — | — | — | $164K | 1.2% | |
| Principal Small Cap Value II Separate Account-Z Pooled separate account | — | — | — | $147K | 1.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $147K | 1.1% | |
| Principal Capital Appreciation Separate Account-Z Pooled separate account | — | — | — | $140K | 1.0% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL GLOBAL INVESTORS TRUST CO. · EIN 26-6447574 / PN 119 | Pooled Separate Account | — | — | $140K | 1.0% | |
| Vanguard High-Yield Corporate Admiral Fund Registered investment company | — | — | — | $115K | 0.9% | |
| AB Small Cap Growth Portfolio Z Fund Registered investment company | — | — | — | $107K | 0.8% | |
| Vanguard Target Retirement 2070 Inv Fund Registered investment company | — | — | — | $90K | 0.7% | |
| Vanguard Target Retirement 2025 Inv Fund Registered investment company | — | — | — | $72K | 0.5% | |
| Vanguard Target Retirement Inc Inv Fund Registered investment company | — | — | — | $51K | 0.4% | |
| Vanguard Target Retirement 2020 Inv Fund Registered investment company | — | — | — | $27K | 0.2% | |
| DFA Inflation Protected Securities I Fund Registered investment company | — | — | — | $24K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $12K | <0.1% |