Swati Kapadia signed Progress Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Progress Foundation's EIN is 94-1716828.
Download the official 2024 Form 5500 (PDF) for Progress Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Progress Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVEESTMENT CUSTODIAN | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADV | — | FAIRFIELD, IA | ADVISOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balance Index Admiral N/R | Mutual Funds | — | — | $1.9M | 15.6% | |
| Vanguard institutional Total Stock N/R | Mutual Funds | — | — | $1.2M | 10.0% | |
| Market Index Fund Admiral Sh John Hancock John Hancock Bond I N/R | Common Collective Trusts | — | — | $1.0M | 8.6% | |
| Fidelity Investments Fidelity Mid Cap Stock K6 N/R | Mutual Funds | — | — | $867K | 7.3% | |
| Fidelity Investments Fidelity Large Cap Growth Index N/R | Mutual Funds | — | — | $676K | 5.7% | |
| T. Rowe Price T. Rowe Price 2040 N/R | Other securities | — | — | $611K | 5.1% | |
| MFS International MFS International Diversification N/R | Mutual Funds | — | — | $607K | 5.1% | |
| Fund R6 T. Rowe Price T. Rowe Price 2055 N/R | Other securities | — | — | $584K | 4.9% | |
| T. Rowe Price T. Rowe Price 2050 N/R | Other securities | — | — | $525K | 4.4% | |
| Vanguard FTSE Social Index Fund N/R | Common Collective Trusts | — | — | $486K | 4.1% | |
| JP Morgan JP Morgan Equity Income I N/R | Other securities | — | — | $485K | 4.1% | |
| Vanguard Small Cap Index Fund N/R | Common Collective Trusts | — | — | $439K | 3.7% | |
| Admiral Shares Calvert Short Duration Inc Inst N/R | Common Stocks | — | — | $418K | 3.5% | |
| Morgan Stanley Morgan Stanley Inc Opportunities N/R | Common Stocks | — | — | $256K | 2.1% | |
| Fund T. Rowe Price T. Rowe Price Retirement 2060 N/R | Other securities | — | — | $229K | 1.9% | |
| Federated Hermes Federated Hermes Government N/R | Other securities | — | — | $223K | 1.9% | |
| Obligations Premier T. Rowe Price T. Rowe Price 2025 N/R | Other securities | — | — | $183K | 1.5% | |
| DFA Inflation Protected Securities N/R | Mutual Funds | — | — | $154K | 1.3% | |
| American Funds American Funds Cap Inc Bldr R6 N/R | Mutual Funds | — | — | $146K | 1.2% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $131K | 1.1% | |
| Investment T. Rowe Price T. Rowe Price Retirement 2030 N/R | Other securities | — | — | $122K | 1.0% | |
| T. Rowe Price T. Rowe Price 2020 N/R | Other securities | — | — | $113K | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 N/R | Other securities | — | — | $107K | 0.9% | |
| T. Rowe Price T. Rowe Price 2035 N/R | Other securities | — | — | $96K | 0.8% | |
| Cohen & Steer Cohen & Steer Real Estate N/R | Other securities | — | — | $91K | 0.8% | |
| Securities Z T. Rowe Price T. Rowe Price Retirement 2065 N/R | Other securities | — | — | $88K | 0.7% | |
| Fund Macquarie Emerging Markets Equity N/R | Other securities | — | — | $77K | 0.6% | |
| Vanguard Total Bond Market Index N/R | Mutual Funds | — | — | $24K | 0.2% | |
| Participant Loans Interest rate range: 6.00% - 9.50% $0 | Bonds / Notes | — | — | $22K | 0.2% | |
| Admiral Fund Vanguard Developed Markets Index N/R | Mutual Funds | — | — | $22K | 0.2% | |
| Fund Admiral T. Rowe Price T. Rowe Price Retirement Balanced N/R | Other securities | — | — | $21K | 0.2% | |
| Fund - I Class DFA US Small Cap Institutional + N/R | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Growth Index Fund N/R | Common Collective Trusts | — | — | $11K | <0.1% | |
| Admiral American Funds American Funds Am Bal R6 N/R | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard 500 Index Fund N/R | Common Collective Trusts | — | — | $9K | <0.1% | |
| Vanguard Wellesley Inc Inv. N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEERY & ASSOCIATES, INC. | 94-3274051 | PESCADERO, CA | TPA | $6K | — |
