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PARTNERSHIP FOR PROGRESS, INC. — 403(B) THRIFT PLAN FOR EMPLOYEES OF PARTNERSHIP FOR PROGRESS, INC., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250917000132NAL0002362561001
PARTNERSHIP FOR PROGRESS, INC.
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF PARTNERSHIP FOR PROGRESS, INC.
403(b) retirement plan
Active participants
30
Accounts w/ balance
19
Plan assets (EOY)
$562K
Net assets (EOY)
$562K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PARTNERSHIP FOR PROGRESS, INC.
.
Find decision makers
Plan sponsor
Name
PARTNERSHIP FOR PROGRESS, INC.
EIN
42-1504022
Address
1207 SUNNYSIDE LANE · ATLANTIC, IA · 50022
Phone
(712) 243-3411
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
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Trustee phone
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