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Original filing (PDF)20251015172956NAL0006922912001
PROACTIVE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
PROACTIVE TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
302
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
20 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROACTIVE TECHNOLOGIES, LLC.
Plan sponsor
Name
PROACTIVE TECHNOLOGIES, LLC
EIN
54-1815346
Address
5712 DOT COM CT · OVIEDO, FL · 327658032
Phone
(321) 319-0440
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $18K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | AUSTIN, TX | NONE | $12K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $3K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $36 | — |
Investments
26 direct securities · 20 pooled funds· $8.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.0M
26 holdings
Pooled Separate Account
$3.7M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEX FOCUS MODERATE 2055 FUND CLASS CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $876K | 14.9% | |
| flexPATH Large Cap Growth Fund Collective Investment Trust Fund NR | — | — | — | $843K | 14.3% | |
| CLRBRDG LGCAP GR I1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $843K | 14.3% | |
| Flex Focus Moderate 2035 Fund Collective Investment Trust Fund NR | — | — | — | $781K | 13.3% | |
| FLXFOCS MOD 2035 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $781K | 13.3% | |
| Flex Focus Moderate Retirement Fund Collective Investment Trust Fund NR | — | — | — | $710K | 12.1% | |
| FLXFOCS MOD RTRMT R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $710K | 12.1% | |
| Vanguard Equity-Income Fund Mutual Fund NR | — | — | — | $691K | 11.7% | |
| Fidelity Small-Cap Index Fund Mutual Fund NR | — | — | — | $521K | 8.8% | |
| Fidelity Mid-Cap Index Fund Mutual Fund NR | — | — | — | $289K | 4.9% | |
| Flex Focus Moderate 2045 Fund Collective Investment Trust Fund NR | — | — | — | $232K | 3.9% | |
| FLXFOCS MOD 2045 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $232K | 3.9% | |
| Principal Real Estate Securities Fund Mutual Fund NR | — | — | — | $207K | 3.5% | |
| PGIM Total Return Bond Fund Mutual Fund NR | — | — | — | $142K | 2.4% | |
| PIMCO Income Fund Mutual Fund NR | — | — | — | $96K | 1.6% | |
| American Century Mid-Cap Value Fund Mutual Fund NR | — | — | — | $94K | 1.6% | |
| flexPATH Mid Cap Growth Fund Collective Investment Trust Fund NR | — | — | — | $76K | 1.3% | |
| MDCAP GR R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $76K | 1.3% | |
| WLMNTRBR US DB INDX 1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $70K | 1.2% | |
| BlackRock U.S. Debt Index Fund Collective Investment Trust Fund NR | — | — | — | $70K | 1.2% | |
| Nationwide Fixed Select Contract Guaranteed Investment Contract NR | — | — | — | $69K | 1.2% | |
| flexPATH International Stock Fund Collective Investment Trust Fund NR | — | — | — | $53K | 0.9% | |
| WLMNTR INTL STK I1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $53K | 0.9% | |
| Federated Hermes Government Obligations Fund Mutual Fund NR | — | — | — | $46K | 0.8% | |
| BlackRock Equity Index Fund Collective Investment Trust Fund NR | — | — | — | $28K | 0.5% | |
| WLMNTRBR EQ INDX 1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $28K | 0.5% | |
| American Century Small-Cap Value Fund Mutual Fund NR | — | — | — | $22K | 0.4% | |
| Flex Focus Aggressive 2035 Fund Collective Investment Trust Fund NR | — | — | — | $19K | 0.3% | |
| FLXFOCS AGGR 2035 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $19K | 0.3% | |
| FLXFOCS AGGR 2055 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Flex Focus Aggressive 2045 Fund Collective Investment Trust Fund NR 666 Flex Focus Aggressive 2055 Fund Collective Investment Trust Fund NR | — | — | — | $8K | 0.1% | |
| FLXFOCS CNSRV RTRMT R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $6K | 0.1% | |
| Flex Focus Conservative Retirement Fund Collective Investment Trust Fund NR | — | — | — | $6K | 0.1% | |
| Participant loans Bearing interest at 10.50% - | — | — | — | $3K | <0.1% | |
| BlackRock Mid-Cap Growth Equity Fund Mutual Fund NR | — | — | — | $3K | <0.1% | |
| Flex Focus Conservative 2035 Fund Collective Investment Trust Fund NR 388 Flex Focus Conservative 2045 Fund Collective Investment Trust Fund NR | — | — | — | $3K | <0.1% | |
| FLXFOCS CNSRV 2045 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Flex Focus Conservative 2055 Fund Collective Investment Trust Fund NR | — | — | — | $2K | <0.1% | |
| FLXFOCS CNSRV 2055 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Flex Focus Aggressive Retirement Fund Collective Investment Trust Fund NR | — | — | — | $2K | <0.1% | |
| FLXFOCS AGGR RTRMT R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $2K | <0.1% | |
| FLXFOCS AGGR 2045 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $666 | <0.1% | |
| FLXFOCS CNSRV 2035 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $388 | <0.1% | |
| FLXFOCS AGGR 2025 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLXFOCS CNSRV 2025 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FLXFOCS MOD 2025 R1 CIT GREAT GRAY TRUST · EIN 10-0000247 / PN 009 | Pooled Separate Account | — | — | $0 | <0.1% |
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