Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROGRESSIVE MARKETING GROUP, INC.
EIN 33-0385248Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$9.4M assets
Welfare
0
Participants
18
30346 ESPERANZA, SUITE B - RANCHO SANTA MARGARITA, CA 92688949-858-0577
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.4M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
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 MARKETING GROUP, INC. 401(K) PLAN
401k
Assets$5.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PROGRESSIVE MARKETING GROUP, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$3.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROGRESSIVE MARKETING GROUP, INC. 401(K) PLAN | 401k | $5.8M | 11 | 2024 | |
| 002 | PROGRESSIVE MARKETING GROUP, INC. DEFINED BENEFIT PLAN | CashBalance | $3.6M | 7 | 2024 |
Retirement plans