How big is Proactive Partners, Inc.'s plan?

Proactive Partners, Inc.'s plan reported $965K in assets and 8 participants for 2024.

Original filing (PDF)20250711110719NAL0017215218001

Proactive Partners, Inc.

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

Form 5500-SF

FILING_RECEIVED

Proactive Partners, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Proactive Partners, Inc.'s Proactive Partners, Inc. 401(k) Profit Sharing Plan and Trust held $965K in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$965K

Net assets (EOY)

$965K

People on this filing

LISA Perry signed Proactive Partners, Inc.'s 2024 Form 5500 as plan administrator.

LISA Perry — 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 Partners, Inc.'s EIN is 75-2741088.

EIN 75-2741088

Plan number 001

Plan year 2024

ACK ID 20250711110719NAL0017215218001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Proactive Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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