What public Form 5500 filings show about the Proactive Business Solutions, 401(k) plan — and how to find and check your own account.
Proactive Business Solutions, (EIN 94-3311770) reports PROACTIVE BUSINESS SOLUTIONS INC 401K PLAN on its most recent Form 5500, with $3.3M in plan assets across 87 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Proactive Business Solutions, filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Proactive Business Solutions, 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PORTICO WEALTH ADVISORS, PROACTIVE BUSINESS SOLUTIONS.
