Original filing (PDF)20251030121820NAL0001188739001

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 Cash Balance Plan

Defined-benefit pension plan · Progress Capital Advisors, LLC's Progress Capital Advisors, LLC Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 45-5453477

Plan number 002

Plan year 2024

ACK ID 20251030121820NAL0001188739001

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 a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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