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Original filing (PDF)20260309092934NAL0002142113001
INSTITUTO DEL PROGRESO LATINO
Form 5500
FILING_RECEIVED
INSTITUTO DEL PROGRESO LATINO 403(B) PLAN
403(b) retirement plan
Signals · 2
~92 bps in Sched C feesNo recordkeeper disclosed
Active participants
178
Accounts w/ balance
167
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 92 bps in Schedule C fees — 76% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSTITUTO DEL PROGRESO LATINO.
Plan sponsor
Name
INSTITUTO DEL PROGRESO LATINO
EIN
36-2937375
Address
2520 S. WESTERN AVE · CHICAGO, IL · 60608
Phone
(773) 890-0055
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PORTE BROWN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRIC WEALTH MANAGEMENT, LLC | 20-5122562 | BANNOCKURN, IL | INVESTMENT ADVISOR | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS ADVISORS | 20-8154051 | CHICAGO, IL | CONTRACT ADMIN | $965 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KTRADE | 32-0169227 | PLYMOUTH, IN | NONE | $11K | — |
| MID-ATLANTIC TRUST COMPANY | 26-0010549 | PITTSBURGH, PA | NONE | $0 | — |
Investments
23 direct securities· $2.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Life Index 2035 Inst | — | — | — | $343K | 13.5% | |
| TIAA-CREF Life Index 2050 Inst | — | — | — | $270K | 10.6% | |
| TIAA-CREF Life Index 2030 Inst | — | — | — | $237K | 9.3% | |
| TIAA-CREF Life Index 2040 Inst | — | — | — | $236K | 9.3% | |
| TIAA-CREF Life Index 2055 Inst | — | — | — | $230K | 9.0% | |
| TIAA-CREF Life Index 2045 Inst | — | — | — | $187K | 7.3% | |
| TIAA-CREF Life Index 2025 Inst | — | — | — | $182K | 7.1% | |
| TIAA-CREF Life Index 2015 Inst | — | — | — | $164K | 6.5% | |
| Charles Schwab S&P 500 Index | — | — | — | $161K | 6.3% | |
| TIAA-CREF Life Index 2060 Inst | — | — | — | $136K | 5.3% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $70K | 2.8% | |
| Participant loans Interest rates from 5.25% to 10.50% - | — | — | — | $69K | 2.7% | |
| Vanguard Developed Markets Admiral | — | — | — | $48K | 1.9% | |
| Vanguard Small Cap Index Fund Admiral Shares | — | — | — | $31K | 1.2% | |
| Baron Capital Group Baron Real Estate Fund Inst | — | — | — | $30K | 1.2% | |
| TIAA-CREF Life Index 2020 Ins | — | — | — | $23K | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $22K | 0.9% | |
| TIAA-CREF Large Cap Growth Index | — | — | — | $15K | 0.6% | |
| Vanguard Value Index Admiral | — | — | — | $9K | 0.4% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $8K | 0.3% | |
| Vanguard Emerging Markets Stock Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Growth Admiral | — | — | — | $2K | <0.1% | |
| TIAA-CREF Life Index Retire Inc | — | — | — | $1K | <0.1% |
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