Original filing (PDF)20251030114633NAL0004460882001

Progress Capital Advisors, LLC

Name: Progress Capital Advisors, LLC — Progress Capital, Form 5500 (2024)
Creator: Progress Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Progress Capital Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Progress Capital Advisors, LLC's Progress Capital Advisors, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kathleen Anderson signed Progress Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Kathleen Anderson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Progress Capital Advisors, LLC's EIN is 45-5453477.

EIN 45-5453477

Plan number 001

Plan year 2024

ACK ID 20251030114633NAL0004460882001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Progress Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Progress Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROGRESS CAPITAL ADVISORS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score