Proactive MD Management Services, LLC's EIN is 81-0960095.
Download the official 2024 Form 5500 (PDF) for Proactive MD Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proactive MD Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Index | Common Collective Trusts | — | — | $4.3M | 49.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $1.5M | 16.9% | |
| Fidelity Inter Index Fund | Common Collective Trusts | — | — | $1.2M | 14.4% | |
| Standard Insurance ComStable Asset Fund D | Other securities | — | — | $779K | 9.0% | |
| Vanguard Star Inv ** 2 Vanguard Emerging Mkts Stock Idx Adm | Common Collective Trusts | — | — | $164K | 1.9% | |
| from Participants to 8.50%, collateralized by participant accounts -0- | Bonds / Notes | — | — | $126K | 1.5% | |
| JP Morgan Us Equity R6 | Other securities | — | — | $119K | 1.4% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $115K | 1.3% | |
| Alliance Bernstein Large Cap Growth Fund Class Z | Other securities | — | — | $98K | 1.1% | |
| JP Morgan Mid Cap Growth R6 | Other securities | — | — | $88K | 1.0% | |
| DFA Us Targeted Value Port | Mutual Funds | — | — | $56K | 0.6% | |
| Wells Fargo Advantage Spec Md Cp Val R6 | Other securities | — | — | $43K | 0.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $31K | 0.4% | |
| Voya Intermediate Bond I | Other securities | — | — | $22K | 0.3% | |
| Columbia Mid Cap Index R5 | Other securities | — | — | $17K | 0.2% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $15K | 0.2% | |
| MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT LLP | 56-0574444 | — | NONE | $35K | — |
