How big is Proactive Wealth Strategies' plan?

Proactive Wealth Strategies' plan reported $179K in assets and 5 participants for 2024.

Original filing (PDF)20250415221142NAL0004118577097

Proactive Wealth Strategies

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

Form 5500-SF

FILING_RECEIVED

Proactive Wealth Strategies 401(k) Plan

401(k) retirement plan · Proactive Wealth Strategies' Proactive Wealth Strategies 401(k) Plan held $179K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

People on this filing

QIAN LIU signed Proactive Wealth Strategies' 2024 Form 5500 as plan administrator.

QIAN LIU — 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 Wealth Strategies' EIN is 74-3189585.

EIN 74-3189585

Plan number 001

Plan year 2024

ACK ID 20250415221142NAL0004118577097

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Proactive Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Proactive Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH STRATEGIES.

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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 (85th percentile).

Plan sponsor

Name

PROACTIVE WEALTH STRATEGIES

EIN

all filings

Address

533 JOHNSON FERRY RD · BLDG C STE 100 · MARIETTA, GA · 30068

Phone

(770) 635-4100

Industry

Finance & Insurance

Plan administrator