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Original filing (PDF)20260311122442NAL0005284224001
PROGRESS FOUNDATION
Form 5500
FILING_RECEIVED
PROGRESS FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
437
Accounts w/ balance
357
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 101% 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 PROGRESS FOUNDATION.
Plan sponsor
Name
PROGRESS FOUNDATION
EIN
94-1716828
Address
368 FELL STREET · SAN FRANCISCO, CA · 94102
Phone
(415) 861-0828
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVEESTMENT CUSTODIAN | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADV | — | FAIRFIELD, IA | ADVISOR | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEERY & ASSOCIATES, INC. | 94-3274051 | PESCADERO, CA | TPA | $6K | — |
Investments
36 direct securities· $11.9M(100% of reported assets)
Uncategorized
$10.1M
35 holdings
Mutual Funds
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balance Index Admiral N/R | Mutual Funds | — | — | $1.9M | 15.6% | |
| Vanguard institutional Total Stock N/R | — | — | — | $1.2M | 10.0% | |
| Market Index Fund Admiral Sh John Hancock John Hancock Bond I N/R | — | — | — | $1.0M | 8.6% | |
| Fidelity Investments Fidelity Mid Cap Stock K6 N/R | — | — | — | $867K | 7.3% | |
| Fidelity Investments Fidelity Large Cap Growth Index N/R | — | — | — | $676K | 5.7% | |
| T. Rowe Price T. Rowe Price 2040 N/R | — | — | — | $611K | 5.1% | |
| MFS International MFS International Diversification N/R | — | — | — | $607K | 5.1% | |
| Fund R6 T. Rowe Price T. Rowe Price 2055 N/R | — | — | — | $584K | 4.9% | |
| T. Rowe Price T. Rowe Price 2050 N/R | — | — | — | $525K | 4.4% | |
| Vanguard FTSE Social Index Fund N/R | — | — | — | $486K | 4.1% | |
| JP Morgan JP Morgan Equity Income I N/R | — | — | — | $485K | 4.1% | |
| Vanguard Small Cap Index Fund N/R | — | — | — | $439K | 3.7% | |
| Admiral Shares Calvert Short Duration Inc Inst N/R | — | — | — | $418K | 3.5% | |
| Morgan Stanley Morgan Stanley Inc Opportunities N/R | — | — | — | $256K | 2.1% | |
| Fund T. Rowe Price T. Rowe Price Retirement 2060 N/R | — | — | — | $229K | 1.9% | |
| Federated Hermes Federated Hermes Government N/R | — | — | — | $223K | 1.9% | |
| Obligations Premier T. Rowe Price T. Rowe Price 2025 N/R | — | — | — | $183K | 1.5% | |
| DFA Inflation Protected Securities N/R | — | — | — | $154K | 1.3% | |
| American Funds American Funds Cap Inc Bldr R6 N/R | — | — | — | $146K | 1.2% | |
| Vanguard Target Retirement 2055 N/R | — | — | — | $131K | 1.1% | |
| Investment T. Rowe Price T. Rowe Price Retirement 2030 N/R | — | — | — | $122K | 1.0% | |
| T. Rowe Price T. Rowe Price 2020 N/R | — | — | — | $113K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 N/R | — | — | — | $107K | 0.9% | |
| T. Rowe Price T. Rowe Price 2035 N/R | — | — | — | $96K | 0.8% | |
| Cohen & Steer Cohen & Steer Real Estate N/R | — | — | — | $91K | 0.8% | |
| Securities Z T. Rowe Price T. Rowe Price Retirement 2065 N/R | — | — | — | $88K | 0.7% | |
| Fund Macquarie Emerging Markets Equity N/R | — | — | — | $77K | 0.6% | |
| Vanguard Total Bond Market Index N/R | — | — | — | $24K | 0.2% | |
| Participant Loans Interest rate range: 6.00% - 9.50% $0 | — | — | — | $22K | 0.2% | |
| Admiral Fund Vanguard Developed Markets Index N/R | — | — | — | $22K | 0.2% | |
| Fund Admiral T. Rowe Price T. Rowe Price Retirement Balanced N/R | — | — | — | $21K | 0.2% | |
| Fund - I Class DFA US Small Cap Institutional + N/R | — | — | — | $16K | 0.1% | |
| Vanguard Growth Index Fund N/R | — | — | — | $11K | <0.1% | |
| Admiral American Funds American Funds Am Bal R6 N/R | — | — | — | $10K | <0.1% | |
| Vanguard 500 Index Fund N/R | — | — | — | $9K | <0.1% | |
| Vanguard Wellesley Inc Inv. N/R | — | — | — | $4K | <0.1% |
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