Simon Miller signed Progressive Produce LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Progressive Produce LLC's EIN is 55-0808111.
Download the official 2024 Form 5500 (PDF) for Progressive Produce LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Progressive Produce LLC'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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | PLAN RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LASALLE ST. SECURITIES, LLC | 52-2175592 | ELMHURST, IL | BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2030 Fund - Investor Shares | Mutual Funds | — | — | $2.4M | 15.5% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.9M | 12.3% | |
| Nationwide Financial Services, Inc. T. Rowe Price Blue Chip Growth Fund | Common Stocks | — | — | $905K | 5.7% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2020 Fund - Investor Shares | Mutual Funds | — | — | $784K | 5.0% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2050 Fund - Investor Shares | Mutual Funds | — | — | $772K | 4.9% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2045 Fund - Investor Shares | Mutual Funds | — | — | $729K | 4.6% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2060 Fund - Investor Shares | Mutual Funds | — | — | $695K | 4.4% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2025 Fund - Investor Shares | Mutual Funds | — | — | $666K | 4.2% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2055 Fund - Investor Shares | Mutual Funds | — | — | $524K | 3.3% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2035 Fund - Investor Shares | Mutual Funds | — | — | $509K | 3.2% | |
| Nationwide Financial Services, Inc. American Funds Mutual R6 | Mutual Funds | — | — | $484K | 3.1% | |
| Nationwide Financial Services, Inc. Vanguard 500 Index Fund - Admiral Shares | Common Collective Trusts | — | — | $480K | 3.0% | |
| Nationwide Financial Services, Inc. Vanguard Wellesley Income Fund - Investor Shares | Mutual Funds | — | — | $442K | 2.8% | |
| Nationwide Financial Services, Inc. Calamos Growth and Income Fund - Class I | Common Stocks | — | — | $362K | 2.3% | |
| Nationwide Financial Services, Inc. Parnassus Core Equity Fund - Institutional Class | Common Stocks | — | — | $333K | 2.1% | |
| Nationwide Financial Services, Inc. T. Rowe Price New Horizons Fund, Inc. | Common Stocks | — | — | $292K | 1.9% | |
| Nationwide Financial Services, Inc. MFS International Intrinsic Value Fund | Mutual Funds | — | — | $291K | 1.8% | |
| Nationwide Financial Services, Inc. Vanguard Target Retirement 2040 Fund - Investor Shares | Mutual Funds | — | — | $290K | 1.8% | |
| Nationwide Financial Services, Inc. Neuberger Berman Genesis Fund - Institutional Class | Common Stocks | — | — | $278K | 1.8% | |
| Nationwide Financial Services, Inc. Eaton Vance Income Fund of Boston - Institutional Class | Common Stocks | — | — | $267K | 1.7% | |
| Nationwide Financial Services, Inc. Federated Hermes Government Obligations Fund - Premier Shares ** 3 * Nationwide Financial Services, Inc. JPMorgan Mid Cap Value Fund - Class L | Common Stocks | — | — | $257K | 1.6% | |
| Nationwide Financial Services, Inc. Nationwide Fixed Select Option | Common Stocks | — | — | $254K | 1.6% | |
| Nationwide Financial Services, Inc. PIMCO Total Return Fund - Institutional Class | Mutual Funds | — | — | $240K | 1.5% | |
| Nationwide Financial Services, Inc. T. Rowe Price Small-Cap Value Fund | Common Stocks | — | — | $237K | 1.5% | |
| Nationwide Financial Services, Inc. Natixis Loomis Sayles Investment Grade Bond Fund - Class Y | Common Stocks | — | — | $229K | 1.5% | |
| Nationwide Financial Services, Inc. Vanguard Real Estate Index Fund - Admiral Shares | Common Collective Trusts | — | — | $210K | 1.3% | |
| Nationwide Financial Services, Inc. PIMCO Real Return Fund - Institutional Class | Mutual Funds | — | — | $188K | 1.2% | |
| Nationwide Financial Services, Inc. Macquarie Mid Cap Growth Fund - Institutional | Common Stocks | — | — | $159K | 1.0% | |
| Nationwide Financial Services, Inc. Nationwide Mid Cap Market Index Fund - R6 | Common Collective Trusts | — | — | $133K | 0.8% | |
| Nationwide Financial Services, Inc. Vanguard Short-Term Bond Index Fund - Admiral Shares | Common Collective Trusts | — | — | $99K | 0.6% | |
| Nationwide Financial Services, Inc. TCW Emerging Markets Income Fund - Class I | Common Stocks | — | — | $68K | 0.4% | |
| Nationwide Financial Services, Inc. Nationwide Small Cap Index Fund - R6 | Common Collective Trusts | — | — | $68K | 0.4% | |
| Nationwide Financial Services, Inc. American Funds Capital World Bond Fund R6 | Mutual Funds | — | — | $59K | 0.4% | |
| Nationwide Financial Services, Inc. Vanguard International Growth Fund - Admiral Shares | Mutual Funds | — | — | $32K | 0.2% | |
| Nationwide Financial Services, Inc. Calamos Market Neutral Income Fund - Class I | Common Stocks | — | — | $20K | 0.1% | |
| Nationwide Financial Services, Inc. BlackRock Emerging Markets Fund - Institutional Class | Common Stocks | — | — | $17K | 0.1% | |
| Nationwide Financial Services, Inc. Vanguard Wellington Fund - Investor Shares | Mutual Funds | — | — | $11K | <0.1% | |
| Notes receivable from participants Interest rate 4.25% - | Bonds / Notes | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT EQUITY INC | 33-0384246 | SANTA ANA, CA | TPA | $3K | — |
| SIMON MILLER | — | LA MIRADA, CA | PPA/TPA | $0 | — |
