Progressive Planning - A 401(K) Retirement Plan — Form 5500 plan (Frontier Management, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Progressive Planning - A 401(K) Retirement Plan is a benefit plan reported by Frontier Management, LLC under EIN 93-1307531 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,582 participants and $13,348,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frontier Management, LLC
- EIN
- 93-1307531
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 3,582
- End-of-year plan assets
- $13,348,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,582 | H, C | 20241009140503NAL0009291683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,348,601
- Total liabilities (EOY)
- $348,564
- Net assets (EOY)
- $13,000,037
- Net assets (BOY)
- $10,905,344
Income & contributions
- Employer contributions
- $762,238
- Participant contributions
- $2,124,860
- Total contributions
- $3,078,595
- Total income / additions
- $4,927,131
Expenses & distributions
- Benefits paid
- $2,113,297
- Administrative expenses
- $137,136
- Total expenses
- $2,362,193
- Net increase / (decrease)
- $2,564,938
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | RECORDKEEPER | $94,698 | $0 | 2023 |
| Raymond James Financial Services Ad | INVESTMENT ADVISOR | $23,426 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | TPA | $19,012 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frontier Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Stancorp Financial Group — Schedule C compensation
- Raymond James Financial Services Ad — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation