Madeleine Buckingham signed Foundation for National Progress' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foundation for National Progress' EIN is 94-2282759.
Download the official 2024 Form 5500 (PDF) for Foundation for National Progress from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foundation for National Progress' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FDM Index 2045 IPR | Mutual Funds | — | — | $2.0M | 15.6% | |
| Fidelity FDM Index 2050 IPR | Mutual Funds | — | — | $1.3M | 10.4% | |
| Calvert US Large Cap CRI R6 | Other securities | — | — | $1.2M | 9.6% | |
| Fidelity FDM Index 2040 IPR | Mutual Funds | — | — | $904K | 7.2% | |
| Fidelity FDM Index 2030 IPR | Mutual Funds | — | — | $833K | 6.6% | |
| Fidelity FDM Index 2055 IPR | Mutual Funds | — | — | $700K | 5.5% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $444K | 3.5% | |
| Fidelity FDM Index 2035 IPR | Mutual Funds | — | — | $401K | 3.2% | |
| Fidelity FDM Index 2060 IPR | Mutual Funds | — | — | $320K | 2.5% | |
| Fidelity FDM Index 2025 IPR | Mutual Funds | — | — | $312K | 2.5% | |
| Dodge & Cox Stock X | Mutual Funds | — | — | $302K | 2.4% | |
| DFA US Vector Equity I | Mutual Funds | — | — | $297K | 2.4% | |
| Impax Sustainable Allocation Fund | Other securities | — | — | $225K | 1.8% | |
| Janus Henderson Venture N | Mutual Funds | — | — | $196K | 1.6% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $172K | 1.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $170K | 1.4% | |
| T Rowe Price Overseas Stock I | Mutual Funds | — | — | $126K | 1.0% | |
| Fidelity FDM Index 2020 IPR | Mutual Funds | — | — | $92K | 0.7% | |
| Participants Participant Loans Rates from 4.50% to 9.50% - | Bonds / Notes | — | — | $92K | 0.7% | |
| Fidelity Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $91K | 0.7% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $55K | 0.4% | |
| Fidelity FDM Index 2065 IPR | Mutual Funds | — | — | $47K | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $44K | 0.3% | |
| DFA International Sustainability Core 1 | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity FDM Index Inc IPR | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity FDM Index 2015 IPR | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
