Sponsor portfolio
PROGRESSIVE FINANCIAL CONCEPTS, LTD
EIN 86-0496541financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
8
8687 E. VIA DE VENTURA, SUITE 200 - SCOTTSDALE, AZ 85258480-745-7884pfcadvisory.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROGRESSIVE FINANCIAL CONCEPTS, LTD 401(K) PLAN | 401k | $1.2M | 8 | 2024 |
Retirement plans