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Original filing (PDF)20250813114514NAL0025417298001
PROGRESS LEARNING, LLC
Form 5500
FILING_RECEIVED
PROGRESS LEARNING, LLC 401(K) PS PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
79
Accounts w/ balance
151
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
40 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Adm Vanguard 0" is 26% of plan.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROGRESS LEARNING, LLC.
Plan sponsor
Name
PROGRESS LEARNING, LLC
EIN
58-2549025
Address
800 BATTERY AVE SE · SUITE 300 · ATLANTA, GA · 30339
Phone
(877) 377-9537
Industry
Professional & Technical Servicessee 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
2025-08-13
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
Investments
40 direct securities· $5.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.4M | 26.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $627K | 12.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $380K | 7.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $377K | 7.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $352K | 6.7% | |
| Vanguard Growth Index ETF Vanguard 0 | — | — | — | $251K | 4.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $249K | 4.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $204K | 3.9% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $184K | 3.5% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $179K | 3.4% | |
| Janus Henderson Enterprise I Janus 0 | — | — | — | $154K | 3.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $144K | 2.8% | |
| Vanguard Mega Cap Growth ETF Vanguard 0 | — | — | — | $118K | 2.3% | |
| Vanguard Consumer Discretionary Idx Adm Vanguard 0 | — | — | — | $102K | 2.0% | |
| Vanguard Consumer Staples Index Adm Vanguard 0 | — | — | — | $59K | 1.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 104 Vanguard International Growth Adm Vanguard 0 | — | — | — | $52K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $48K | 0.9% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $43K | 0.8% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $42K | 0.8% | |
| American Funds New World R6 American Funds 0 | — | — | — | $33K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $32K | 0.6% | |
| Vanguard Growth and Income Adm Vanguard 0 | — | — | — | $30K | 0.6% | |
| PIMCO Real Return Instl PIMCO 0 914 PIMCO Total Return Instl PIMCO 0 | — | — | — | $28K | 0.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $25K | 0.5% | |
| Janus Henderson Balanced I Janus 0 | — | — | — | $25K | 0.5% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $21K | 0.4% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $19K | 0.4% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | — | — | — | $18K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $16K | 0.3% | |
| Invesco Global R6 Invesco 0 | — | — | — | $15K | 0.3% | |
| Janus Henderson Global Research I Janus 0 | — | — | — | $6K | 0.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 332 Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $2K | <0.1% | |
| Nuveen Lifestyle Growth R6 Nuveen 0 | — | — | — | $1K | <0.1% | |
| Janus Henderson Venture I Janus 0 | — | — | — | $1K | <0.1% | |
| PIMCO LongTerm Credit Bond Instl PIMCO 0 | — | — | — | $1K | <0.1% | |
| Nuveen Lifestyle Moderate R6 Nuveen 0 | — | — | — | $1K | <0.1% |
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