Scott Manning signed Progressive Services, Inc. DBA Progressive's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Progressive Services, Inc. DBA Progressive's EIN is 86-0345657.
Download the official 2024 Form 5500 (PDF) for Progressive Services, Inc. DBA Progressive from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Progressive Services, Inc. DBA Progressive's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.4M | 95.3% | |
| COTA STREET MANAGED EQUITY ACCUM GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $737K | 5.7% | |
| COTA STREET MANAGED BLEND DECUM I GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $482K | 3.7% | |
| COTA STREET MANAGED BLEND ACCUM I GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $406K | 3.1% | |
| COTA STREET MANAGED EQUITY DECUM GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $274K | 2.1% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $195K | 1.5% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $162K | 1.2% | |
| BLACKROCK RUSSELL 1000 INDEX FEE CL GREAT GRAY · EIN 20-3802223 / PN 002 | Common Collective Trust | — | — | $79K | 0.6% | |
| BLACKROCK MID CAP EQUITY IDX FEE 6 GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $29K | 0.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFITS2 ADMINISTRATORS LLC | 92-1664169 | — | CONTRACT ADMINISTRATOR | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INV MNGT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $6K | — |
