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Original filing (PDF)20251009115852NAL0003885267001
PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C.
Form 5500
FILING_RECEIVED
PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
488
Accounts w/ balance
371
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
60 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
76
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Nationwide Investments Under Investment Contract N/A" is 48% of plan.
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C..
Plan sponsor
Name
PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C.
EIN
72-1197212
Address
P.O. BOX 1438 · OPELOUSAS, LA · 70571
Phone
(337) 942-5689
Industry
Transportation & Warehousingsee 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
2025-10-09
Pension benefit codes
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
KOLDER, SLAVEN & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECOND LINE CAPITAL | 72-1108038 | METARIE, LA | BROKER | $56K | — |
| NATIONWIDE | — | COLUMBUS, OH | BROKER | $23K | — |
Investments
8 direct securities · 60 pooled funds· $60.0M(100% 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.
Uncategorized
$41.0M
8 holdings
Pooled Separate Account
$19.0M
60 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Investments Under Investment Contract N/A | — | — | — | $19.8M | 96.7% | |
| Nationwide Trust Company Investment program accounts/mutual funds - growth and income | — | — | — | $11.1M | 54.3% | |
| Nationwide Trust Company Investment program accounts/mutual funds - target date | — | — | — | $7.1M | 34.8% | |
| CJNSHNDRSN BAL N NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $5.9M | 28.8% | |
| NUVEEN LIFECYCLE INDEX 2030 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.6M | 7.9% | |
| NUVEEN LIFECYCLE INDEX 2035 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.2M | 5.8% | |
| NUVEEN LIFECYCLE INDEX 2025 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.6% | |
| FID 500 INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1.0M | 5.1% | |
| NUVEEN LIFECYCLE INDEX 2055 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $854K | 4.2% | |
| Nationwide Trust Company General account/Nationwide fixed select contract | — | — | — | $800K | 3.9% | |
| Nationwide Trust Company Investment program accounts/mutual funds - fixed income | — | — | — | $744K | 3.6% | |
| NUVEEN LIFECYCLE INDEX 2045 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $731K | 3.6% | |
| Notes receivable from participants $ - | — | — | — | $675K | 3.3% | |
| Loans 3-5% | — | — | — | $675K | 3.3% | |
| JPM LGCAP GR R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $487K | 2.4% | |
| NUVEEN LIFECYCLE INDEX 2060 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $485K | 2.4% | |
| NUVEEN LIFECYCLE INDEX 2050 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $481K | 2.3% | |
| NUVEEN LIFECYCLE INDEX 2040 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $403K | 2.0% | |
| DODGECOX INTL STK CLASS I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $307K | 1.5% | |
| FID INTL INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $304K | 1.5% | |
| GDMNSCS GQGPTNRINTLOPPR R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $302K | 1.5% | |
| DFNW LOOMIS ALLCAP GR R5 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $283K | 1.4% | |
| AVNTS US LGCAP VAL INS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $271K | 1.3% | |
| JPM EQ INC R5 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $239K | 1.2% | |
| AVNTS EMRG MKT EQ INS NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $233K | 1.1% | |
| FID US BD INDX NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $205K | 1.0% | |
| PGIM TTL RTN BD R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $192K | 0.9% | |
| VNGRD TTL STMKT INDX FD A NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $191K | 0.9% | |
| MFS MDCAP GR R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $149K | 0.7% | |
| DIAMOND HILL MDCAP I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $149K | 0.7% | |
| PRNCPL GLBL REALEST R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $144K | 0.7% | |
| BLACKROCK HIGH YIELD PORTFOLIO - CL NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $137K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2015 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $127K | 0.6% | |
| VNGRD TTL INTLSTKINDX ADM NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $120K | 0.6% | |
| JPM MDCAP GR R5 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $117K | 0.6% | |
| LEGAL & GENERAL COMMODITY STRAT F NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $116K | 0.6% | |
| PIMCO REAL RTN INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $113K | 0.6% | |
| VNGRD MDCAP VAL INDX ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $94K | 0.5% | |
| NUVEEN LIFECYCLE INDEX 2020 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $82K | 0.4% | |
| VNGRD EXPLR ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $80K | 0.4% | |
| AVNTS US SMCAP VAL INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $74K | 0.4% | |
| JTROWEPR BLUE CHIP GR NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $71K | 0.3% | |
| AB GLBL BD Z NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $62K | 0.3% | |
| BLKRK TTL RTN R NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $61K | 0.3% | |
| NUVEEN LIFECYCLE INDEX 2065 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $57K | 0.3% | |
| VNGRD HIDIVD YLD INDX ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% | |
| AMCENT SMCAP GR R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% | |
| AMFDS INT GR INC R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% | |
| VNGRD SEL VAL INV NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $54K | 0.3% | |
| BLKRK 80/20 TRGTALLOC INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $35K | 0.2% | |
| VNGRD TTL BND MKT LDX ADM NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $33K | 0.2% | |
| JPM HDG EQ R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $18K | <0.1% | |
| DFA EMRG MKTS CORE EQ 2 PORTFOLIO - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% | |
| VNGRD INFO TECH INDX ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| VNGRD SMCAP VAL INDX ADML NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| PIMCOCOMDYREALRTNSTRATINST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 FUND - NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| AMFDS AM MUT R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMFDS NEW PRSPCT R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AMFDS BD FD AM R6 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AB GLOBAL BD 1 NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DPIMCO INC INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Nationwide Trust Company Federal Gov Obligations Premier | — | — | — | $1K | <0.1% | |
| FED HRMS GOV OBLGTNS PRM NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| CARILN EAGLE MDCAP GR I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| NW GENEVA SMCAPGR INST SVC NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $604 | <0.1% | |
| BLKRK MDCAP GR EQ INST NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $498 | <0.1% | |
| BLKRK STRAT INC OPPR I NATIONWIDE · EIN 31-1592130 / PN 000 | Pooled Separate Account | — | — | $212 | <0.1% |
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