Hannah Everard signed Progressive Converting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Progressive Converting, Inc.'s EIN is 39-1747757.
Download the official 2024 Form 5500 (PDF) for Progressive Converting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Progressive Converting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $99K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2040 Fund | Mutual Funds | — | — | $5.3M | 27.0% | |
| T Rowe Price Retirement 2050 Fund | Mutual Funds | — | — | $3.3M | 16.6% | |
| T Rowe Price Retirement 2030 Fund | Mutual Funds | — | — | $3.2M | 16.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $810K | 4.1% | |
| T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $666K | 3.4% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $618K | 3.1% | |
| T Rowe Price Retirement 2020 Fund | Mutual Funds | — | — | $571K | 2.9% | |
| Participants Participant Loans (interest rates from 5.25% to | Bonds / Notes | — | — | $555K | 2.8% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $528K | 2.7% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $463K | 2.4% | |
| T Rowe Price Retirement 2060 Fund | Mutual Funds | — | — | $457K | 2.3% | |
| T Rowe Price Retirement 2035 Fund | Mutual Funds | — | — | $372K | 1.9% | |
| American Century Equity Income Fund | Other securities | — | — | $356K | 1.8% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $282K | 1.4% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $256K | 1.3% | |
| T Rowe Price Retirement 2010 Fund | Mutual Funds | — | — | $208K | 1.1% | |
| T Rowe Price Retirement 2045 Fund | Mutual Funds | — | — | $208K | 1.1% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $197K | 1.0% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $195K | 1.0% | |
| T Rowe Price Retirement 2025 Fund | Mutual Funds | — | — | $182K | 0.9% | |
| T Rowe Price Retirement 2065 Fund | Mutual Funds | — | — | $163K | 0.8% | |
| T Rowe Price Retirement 2055 Fund | Mutual Funds | — | — | $149K | 0.8% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $148K | 0.8% | |
| Harbor Small Cap Growth Fund | Other securities | — | — | $139K | 0.7% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $100K | 0.5% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $65K | 0.3% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $55K | 0.3% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $44K | 0.2% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
