Laura Vanetti signed Progressive Technology Federal's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Progressive Technology Federal's EIN is 52-1942959.
Download the official 2024 Form 5500 (PDF) for Progressive Technology Federal from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Progressive Technology Federal'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $2.1M | 14.3% | |
| American Funds | Mutual Funds | — | — | $1.2M | 8.1% | |
| American Funds | Mutual Funds | — | — | $1.1M | 7.6% | |
| American Funds | Mutual Funds | — | — | $1.1M | 7.5% | |
| Fidelity Investment Services | Mutual Funds | — | — | $931K | 6.4% | |
| American Funds | Mutual Funds | — | — | $898K | 6.2% | |
| American Funds | Mutual Funds | — | — | $734K | 5.1% | |
| MFS Investment Management | Mutual Funds | — | — | $663K | 4.6% | |
| American Funds | Mutual Funds | — | — | $659K | 4.6% | |
| Fidelity Investment Services | Mutual Funds | — | — | $521K | 3.6% | |
| American Funds | Mutual Funds | — | — | $502K | 3.5% | |
| American Funds | Mutual Funds | — | — | $365K | 2.5% | |
| American Funds | Mutual Funds | — | — | $309K | 2.1% | |
| American Century Investments | Other securities | — | — | $274K | 1.9% | |
| Participant loans | Participant loans | — | — | $266K | 1.8% | |
| Fidelity Investment Services | Mutual Funds | — | — | $265K | 1.8% | |
| Calvert Global | Other securities | — | — | $264K | 1.8% | |
| American Funds | Mutual Funds | — | — | $247K | 1.7% | |
| American Funds | Mutual Funds | — | — | $243K | 1.7% | |
| J.P. Morgan Asset Management | Other securities | — | — | $223K | 1.5% | |
| Allspring Global Investments | Other securities | — | — | $223K | 1.5% | |
| J.P. Morgan Asset Management | Other securities | — | — | $191K | 1.3% | |
| American Funds | Mutual Funds | — | — | $176K | 1.2% | |
| American Funds | Mutual Funds | — | — | $169K | 1.2% | |
| American Funds | Mutual Funds | — | — | $160K | 1.1% | |
| American Funds | Mutual Funds | — | — | $126K | 0.9% | |
| Calvert Global | Other securities | — | — | $125K | 0.9% | |
| Prudential Financial, Inc. | Common Stocks | — | — | $124K | 0.9% | |
| Northwestern Mutual Life Insurance Company | Common Stocks | — | — | $96K | 0.7% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $61K | 0.4% | |
| J.P. Morgan Asset Management | Other securities | — | — | $15K | 0.1% | |
| Fidelity Investment Services | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds | Mutual Funds | — | — | $844 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $28K |
| — |
