How big is Proactive Information Management, LLC's plan?

Proactive Information Management, LLC's plan reported $337K in assets and 12 participants for 2024.

Original filing (PDF)20250620094516NAL0005615408001

Proactive Information Management, LLC

Name: Proactive Information Management, LLC — Proactive, Form 5500 (2024)
Creator: Proactive Information Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proactive Information Management Retirement Savings Plan

401(k) retirement plan · Proactive Information Management, LLC's Proactive Information Management Retirement Savings Plan held $337K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

People on this filing

Megan Petri signed Proactive Information Management, LLC's 2024 Form 5500 as plan administrator.

Megan Petri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Proactive Information Management, LLC's EIN is 20-8068800.

EIN 20-8068800

Plan number 001

Plan year 2024

ACK ID 20250620094516NAL0005615408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proactive Information Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proactive Information Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROACTIVE INFORMATION MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score