Original filing (PDF)20250710091502NAL0003394403001

PROGRESS LIGHTING LLC

Name: PROGRESS LIGHTING LLC — PROGRESS LIGHTING 401(K) PLAN, Form 5500 (2024)
Creator: PROGRESS LIGHTING LLC

Form 5500

FILING_RECEIVED

PROGRESS LIGHTING 401(K) PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

217

Accounts w/ balance

213

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

How this plan invests

This plan

19 pooled trusts

Schedule D

302 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (10 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROGRESS LIGHTING LLC.

Plan sponsor

Name

PROGRESS LIGHTING LLC

EIN

51-0305291

Address

701 MILLENNIUM BLVD. · GREENVILLE, SC · 29607

Phone

(864) 678-1000

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$9K	—
CREATIVE PLANNING	—	OVERLAND PARK, KS	NONE	$7K	—

Investments

290 direct securities · 19 pooled funds· $24.6M(100% of reported assets)

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.

Common Collective Trust

$13.8M

19 holdings

Uncategorized

$10.9M

290 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	—	—	$2.8M	17.0%
T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	—	—	$2.4M	14.4%
AB US LARGE CAP GROWTH CIT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509	Common Collective Trust	—	$1.1M	$1.6M	10.0%
T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	—	—	$1.2M	7.1%
T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	—	—	$1.1M	6.7%
T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	—	—	$1.0M	6.3%
T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	—	—	$907K	5.5%
T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	—	—	$856K	5.2%
TRP STABLE VALUE FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	$468K	$536K	3.3%
PUTNAM LARGE CAP VALUE TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676	Common Collective Trust	—	—	$449K	2.7%
T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001	Common Collective Trust	—	—	$405K	2.5%
TRP GROWTH STOCK TRUST	—	—	—	$349K	2.1%
TRP US VALUE EQUITY TRUST	—	—	—	$345K	2.1%
TRP BOND TRUST I	—	—	—	$269K	1.6%
TRP GROWTH STOCK TRUST	—	—	—	$243K	1.5%
TRP US LARGE-CAP CORE TRUST	—	—	—	$241K	1.5%
TRP US VALUE EQUITY TRUST	—	—	—	$237K	1.4%
TRP EQUITY INDEX TRUST	—	—	—	$234K	1.4%
TRP BOND TRUST I	—	—	—	$233K	1.4%
T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	—	—	$194K	1.2%
TRP US VALUE EQUITY TRUST	—	—	—	$179K	1.1%
TRP GROWTH STOCK TRUST	—	—	—	$179K	1.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$173K	1.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$169K	1.0%
TRP US VALUE EQUITY TRUST	—	—	—	$168K	1.0%
TRP GROWTH STOCK TRUST	—	—	—	$167K	1.0%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$164K	1.0%
TRP US VALUE EQUITY TRUST	—	—	—	$162K	1.0%
TRP EQUITY INDEX TRUST	—	—	—	$162K	1.0%
TRP GROWTH STOCK TRUST	—	—	—	$161K	1.0%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$149K	0.9%
TRP REAL ASSETS TRUST I	—	—	—	$140K	0.9%
TRP BOND TRUST I	—	—	—	$123K	0.8%
TRP US LARGE-CAP CORE TRUST	—	—	—	$122K	0.7%
TRP EQUITY INDEX TRUST	—	—	—	$122K	0.7%
TRP GROWTH STOCK TRUST	—	—	—	$120K	0.7%
TRP US VALUE EQUITY TRUST	—	—	—	$120K	0.7%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$119K	0.7%
TRP US LARGE-CAP CORE TRUST	—	—	—	$114K	0.7%
TRP EQUITY INDEX TRUST	—	—	—	$114K	0.7%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$114K	0.7%
TRP US LARGE-CAP CORE TRUST	—	—	—	$110K	0.7%
TRP EQUITY INDEX TRUST	—	—	—	$108K	0.7%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$106K	0.6%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$103K	0.6%
TRP REAL ASSETS TRUST I	—	—	—	$100K	0.6%
TRP INTERNATIONAL BOND TRUST	—	—	—	$97K	0.6%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$89K	0.5%
BLACKROCK MIDCAP GROWTH EQ L1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139851 / PN 629	Common Collective Trust	—	—	$89K	0.5%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$85K	0.5%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$85K	0.5%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$85K	0.5%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$84K	0.5%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$84K	0.5%
TRP US LARGE-CAP CORE TRUST	—	—	—	$83K	0.5%
TRP INTERNATIONAL BOND TRUST	—	—	—	$82K	0.5%
TRP EQUITY INDEX TRUST	—	—	—	$81K	0.5%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$81K	0.5%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$80K	0.5%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$80K	0.5%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$80K	0.5%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$77K	0.5%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$77K	0.5%
TRP GROWTH STOCK TRUST	—	—	—	$74K	0.5%
T ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001	Common Collective Trust	—	—	$73K	0.4%
TRP US VALUE EQUITY TRUST	—	—	—	$72K	0.4%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$72K	0.4%
TRP REAL ASSETS TRUST I	—	—	—	$71K	0.4%
TRP HEDGED EQUITY TRUST	—	—	—	$70K	0.4%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$69K	0.4%
TRP REAL ASSETS TRUST I	—	—	—	$68K	0.4%
TRP REAL ASSETS TRUST I	—	—	—	$64K	0.4%
TRP US VALUE EQUITY TRUST	—	—	—	$64K	0.4%
TRP GROWTH STOCK TRUST	—	—	—	$64K	0.4%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$62K	0.4%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$61K	0.4%
JHANCOCK CORE PLUS FIXED INC T JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST I · EIN 45-2395022 / PN 002	Common Collective Trust	—	—	$60K	0.4%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$60K	0.4%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$60K	0.4%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$57K	0.3%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$56K	0.3%
TRP EMERGING MKTS EQ TRUST	—	—	—	$55K	0.3%
TRP US LARGE-CAP CORE TRUST	—	—	—	$52K	0.3%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$51K	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$50K	0.3%
TRP HEDGED EQUITY TRUST	—	—	—	$49K	0.3%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$49K	0.3%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$48K	0.3%
TRP REAL ASSETS TRUST I	—	—	—	$48K	0.3%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$48K	0.3%
TRP HIGH YIELD TRUST	—	—	—	$47K	0.3%
TRP INTERNATIONAL BOND TRUST	—	—	—	$44K	0.3%
TRP US TREASURY MM TRUST	—	—	—	$44K	0.3%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$43K	0.3%
TRP US LARGE-CAP CORE TRUST	—	—	—	$43K	0.3%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$43K	0.3%
TRP EQUITY INDEX TRUST	—	—	—	$42K	0.3%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$41K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$40K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$39K	0.2%
COHEN & STEERS U.S. REALT COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 47-1211722 / PN 003	Common Collective Trust	—	—	$38K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$38K	0.2%
TRP NEW HORIZONS TRUST	—	—	—	$37K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$37K	0.2%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$37K	0.2%
TRP BOND TRUST I	—	—	—	$36K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$36K	0.2%
TRP HIGH YIELD TRUST	—	—	—	$36K	0.2%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$35K	0.2%
T ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001	Common Collective Trust	—	—	$34K	0.2%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$34K	0.2%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$34K	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$33K	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$32K	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$32K	0.2%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$31K	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$30K	0.2%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$30K	0.2%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$30K	0.2%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$29K	0.2%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$29K	0.2%
TRP US TREASURY MM TRUST	—	—	—	$29K	0.2%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$29K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$29K	0.2%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$28K	0.2%
TRP BOND TRUST I	—	—	—	$28K	0.2%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$28K	0.2%
TRP NEW HORIZONS TRUST	—	—	—	$27K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$27K	0.2%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$27K	0.2%
TRP EMERGING MKTS EQ TRUST	—	—	—	$26K	0.2%
TRP REAL ASSETS TRUST I	—	—	—	$25K	0.2%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$25K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$24K	0.1%
TRP HIGH YIELD TRUST	—	—	—	$23K	0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$23K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$23K	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$22K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$22K	0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$21K	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$21K	0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$20K	0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$19K	0.1%
TRP NEW HORIZONS TRUST	—	—	—	$19K	0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$19K	0.1%
TRP NEW HORIZONS TRUST	—	—	—	$18K	0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$17K	0.1%
TRP FLOATING RATE TRUST	—	—	—	$17K	0.1%
TRP NEW HORIZONS TRUST	—	—	—	$17K	0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$16K	0.1%
FRANKLIN SMALL CAP VAL GG CL GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126289 / PN 594	Common Collective Trust	—	—	$16K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$16K	<0.1%
TRP US MID-CAP GROWTH EQUITY TRUST	—	—	—	$15K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$15K	<0.1%
TRP BOND TRUST I	—	—	—	$15K	<0.1%
T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001	Common Collective Trust	—	—	$14K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$14K	<0.1%
TRP US MID-CAP VALUE EQUITY TRUST	—	—	—	$14K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$14K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$13K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$13K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$13K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$13K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$12K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$12K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$12K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$11K	<0.1%
TRP EMERGING MKTS DISC STOCK TRUST	—	—	—	$11K	<0.1%
TRP BOND TRUST I	—	—	—	$11K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$11K	<0.1%
TRP HEDGED EQUITY TRUST	—	—	—	$10K	<0.1%
TRP INTERNATIONAL BOND TRUST	—	—	—	$10K	<0.1%
TRP US LARGE-CAP CORE TRUST	—	—	—	$10K	<0.1%
TRP EMERGING MKTS EQ TRUST	—	—	—	$10K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$10K	<0.1%
TRP EQUITY INDEX TRUST	—	—	—	$10K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$9K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$9K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$9K	<0.1%
TRP US SMALL-CAP VALUE EQ TRUST	—	—	—	$9K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$8K	<0.1%
TRP FLOATING RATE TRUST	—	—	—	$8K	<0.1%
TRP US SMALL-CAP CORE EQUITY TRUST	—	—	—	$8K	<0.1%
TRP DYNAMIC CREDIT TRUST	—	—	—	$7K	<0.1%
TRP INTERNATIONAL CORE EQ TRUST	—	—	—	$7K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$7K	<0.1%
TRP INTERNATIONAL VALUE EQ TRUST	—	—	—	$7K	<0.1%
TRP NEW HORIZONS TRUST	—	—	—	$7K	<0.1%
TRP DYNAMIC GLOBAL BOND TRUST	—	—	—	$7K	<0.1%
TRP REAL ASSETS TRUST I	—	—	—	$6K	<0.1%
TRP INTERNATIONAL GROWTH EQ TRUST	—	—	—	$6K	<0.1%
TRP US LTD DUR INFL FOC BOND TRUST	—	—	—	$6K	<0.1%
TRP EMERGING MARKETS BOND TRUST	—	—	—	$6K	<0.1%
TRP US TREASURY LONG-TERM INDEX TR	—	—	—	$6K	<0.1%
TRP HIGH YIELD TRUST	—	—	—	$6K	<0.1%
TRP BOND TRUST I	—	—	—	$6K	<0.1%
TRP US TREASURY MM TRUST	—	—	—	$5K	<0.1%
TRP GROWTH STOCK TRUST	—	—	—	$5K	<0.1%
TRP US VALUE EQUITY TRUST	—	—	—	$5K	<0.1%
TRP BOND TRUST I	—	—	—	$5K	<0.1%

Showing top 200 of 309 investments by value.