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Original filing (PDF)20251014161050NAL0006751506002
PROGRESSIVE COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
PROGRESSIVE COMMUNICATIONS 401K PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
175
Accounts w/ balance
128
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
29 pooled trusts
Schedule D
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Seperate Account Fund Totals" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROGRESSIVE COMMUNICATIONS, INC..
Plan sponsor
Name
PROGRESSIVE COMMUNICATIONS, INC.
EIN
58-2431088
Address
300 MULBERRY ST. SUITE 602 · MACON, GA · 31201
Phone
(478) 454-1011
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGT CO | 39-2018056 | — | INVESTMENT ADVISOR- PLAN | $40K | — |
Investments
31 direct securities · 29 pooled funds· $25.7M(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.
Uncategorized
$17.2M
31 holdings
Pooled Separate Account
$8.5M
29 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Seperate Account Fund Totals | — | — | — | $8.5M | 98.2% | |
| TA Vanguard Lifestrategy Moderate Pooled Separate Account | — | — | — | $1.8M | 20.5% | |
| STATE STREET PTNR W/ TRS MD GR RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $1.8M | 20.5% | |
| Transamerica RetireOnTrk 2030 Pooled Separate Account | — | — | — | $1.0M | 11.8% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.0M | 11.8% | |
| Transamerica RetireOnTrk 2040 Pooled Separate Account | — | — | — | $622K | 7.2% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $622K | 7.2% | |
| Transamerica Life Ins Co Pioneer Fundamental Gr Ret Opt | — | — | — | $552K | 6.4% | |
| PIONEER FUNDAMENTAL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 600 | Pooled Separate Account | — | — | $552K | 6.4% | |
| Pioneer Retirement Option Pooled Separate Account | — | — | — | $473K | 5.5% | |
| PIONEER RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 301 | Pooled Separate Account | — | — | $473K | 5.5% | |
| Transamerica Life Ins Co Transamerica OT 2035 Amer Fd | — | — | — | $444K | 5.1% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $444K | 5.1% | |
| Transamerica Life Ins Co Transamerica OT 2060 Amer Fd | — | — | — | $434K | 5.0% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $434K | 5.0% | |
| Transamerica RetireOnTrk 2045 Pooled Separate Account | — | — | — | $394K | 4.5% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $394K | 4.5% | |
| Transamerica RetireOnTrk 2050 Pooled Separate Account | — | — | — | $297K | 3.4% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $297K | 3.4% | |
| Transamerica Life Ins Co Janus Henderson Enterprise Ret Opt | — | — | — | $297K | 3.4% | |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 650 | Pooled Separate Account | — | — | $297K | 3.4% | |
| Transamerica RetireOnTrk 2025 Pooled Separate Account | — | — | — | $285K | 3.3% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $285K | 3.3% | |
| Transamerica RetireOnTrk 2020 Pooled Separate Account | — | — | — | $270K | 3.1% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $270K | 3.1% | |
| State Street Russell Small Cap Pooled Separate Account | — | — | — | $241K | 2.8% | |
| STATE STREET RUSSELL SM CP VAL IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $241K | 2.8% | |
| Transamerica Life Ins Co Transamerica OT 2055 Amer Fd | — | — | — | $215K | 2.5% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $215K | 2.5% | |
| American Century Focused Global Growth Pooled Separate Account | — | — | — | $181K | 2.1% | |
| AMERICAN CENTURY GL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 571 | Pooled Separate Account | — | — | $181K | 2.1% | |
| TA Vanguard Lifestrategy Income Pooled Separate Account | — | — | — | $162K | 1.9% | |
| STATE STREET PTNR W/ TRS CONSV RT O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $162K | 1.9% | |
| Allspring Special Mid Cap Value Pooled Separate Account | — | — | — | $161K | 1.9% | |
| ALLSPRING SPECIAL MD CP VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 748 | Pooled Separate Account | — | — | $161K | 1.9% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $157K | 1.8% | |
| Transamerica Life Ins Co Transamerica Small Cap Gr Ret Opt | — | — | — | $114K | 1.3% | |
| TRANSAMERICA SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 744 | Pooled Separate Account | — | — | $114K | 1.3% | |
| PIMCO Income Pooled Separate Account | — | — | — | $91K | 1.1% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 671 | Pooled Separate Account | — | — | $91K | 1.1% | |
| American Funds New Perspective Pooled Separate Account | — | — | — | $79K | 0.9% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $79K | 0.9% | |
| Blackrock High Yield Bond Pooled Separate Account | — | — | — | $71K | 0.8% | |
| BLACKROCK HIGH YIELD BD PRTF RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $71K | 0.8% | |
| Federated Hermes MDT Large Cap Pooled Separate Account | — | — | — | $69K | 0.8% | |
| FEDERATED HERMES MDT LG CAP VAL TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 728 | Pooled Separate Account | — | — | $69K | 0.8% | |
| Lessor or Similar Party Investment Cost Value Pooled Separate Accounts AEGON Balanced Pooled Separate Account | — | — | — | $68K | 0.8% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $68K | 0.8% | |
| TA Vanguard Lifestrategy Growth Pooled Separate Account | — | — | — | $67K | 0.8% | |
| STATE STREET PTNR W/ TRS GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $67K | 0.8% | |
| Invesco Global Pooled Separate Account | — | — | — | $46K | 0.5% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $46K | 0.5% | |
| DFA US Targeted Value Pooled Separate Account | — | — | — | $35K | 0.4% | |
| DFA U.S. TRGTED VAL PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $35K | 0.4% | |
| Americans New World Pooled Separate Account | — | — | — | $25K | 0.3% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $25K | 0.3% | |
| TA Vanguard International Value Pooled Separate Account | — | — | — | $13K | 0.1% | |
| TA VANGUARD INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 097 | Pooled Separate Account | — | — | $13K | 0.1% | |
| Transamerica RetireOnTrk 2015 Pooled Separate Account | — | — | — | $10K | 0.1% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $10K | 0.1% |