How big is Proaction Insurance Services Inc.'s plan?

Proaction Insurance Services Inc.'s plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20251001124446NAL0016113216001

Proaction Insurance Services Inc.

Name: Proaction Insurance Services Inc. — Proaction, Form 5500 (2024)
Creator: Proaction Insurance Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proaction Insurance Services Inc. Retirement Plan

401(k) retirement plan · Proaction Insurance Services Inc.'s Proaction Insurance Services Inc. Retirement Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Proaction Insurance Services Inc.'s EIN is 26-0214178.

EIN 26-0214178

Plan number 001

Plan year 2024

ACK ID 20251001124446NAL0016113216001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proaction Insurance Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proaction Insurance Services Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

PROACTION INSURANCE SERVICES INC.

EIN

all filings

Address

710 E. PARKRIDGE AVENUE SUITE #103 · CORONA, CA · 92879

Phone

(951) 898-9892

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator