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Original filing (PDF)20260316142009NAL0001602067001
MACON PROGRAM FOR PROGRESS, INC.
Form 5500
FILING_RECEIVED
MACON PROGRAM FOR PROGRESS, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
105
Accounts w/ balance
153
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VOYA RETIREMENT INSURANCE AND ANNUI (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACON PROGRAM FOR PROGRESS, INC..
Plan sponsor
Name
MACON PROGRAM FOR PROGRESS, INC.
EIN
56-6065297
Address
PO BOX 700 · FRANKLIN, NC · 28734
Phone
(828) 524-4471
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-16
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
BERNARD ROBINSON & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $150 | — |
| LPL FINANCIAL CORPORATION | 04-3046611 | — | SERVICE PROVIDER | $0 | — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | OTHER FEES | $0 | — |
| THE RETIREMENT ADVANTAGE, INC | — | APPLETON, WI | OTHER SERVICES | $0 | — |
Investments
1 pooled fund· $2.8M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.8M | 96.2% |
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