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Sponsor portfolio

PROGRESSIVE O & P, INC.

EIN 11-3512992-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
34
516 MINEOLA AVE - CARLE PLACE, NY 115141716516-338-8585LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001ProfitSharing-$4.4M - 19 part#002CashBalance-$204K - 15 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#001)96%
  • CASH BALANCE PENSION (#002)4%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)19
  • CASH BALANCE PENSION (#002)15
Total 34Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROGRESSIVE O & P, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$4.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PROGRESSIVE O & P, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$204K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PROGRESSIVE O & P, INC. PROFIT SHARING PLANProfitSharing$4.4M192024
002PROGRESSIVE O & P, INC. CASH BALANCE PENSION PLANCashBalance$204K152024
Retirement plans
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