What public Form 5500 filings show about the Proactive Financial Solutions 360 LLC. 401(k) plan — and how to find and check your own account.
Proactive Financial Solutions 360 LLC. (EIN 84-2003121) reports PROACTIVE FINANCIAL SOLUTIONS 360 401(K) PLAN on its most recent Form 5500, with $18K in plan assets across 4 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 Financial Solutions 360 LLC. filing — schedules, fees, and providers.
Proactive Financial Solutions 360 LLC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Proactive Financial Solutions 360 LLC.HR for the recordkeeper’s name and login.