How big is Pro-ACT Wealth Solutions, LLC's plan?

Pro-ACT Wealth Solutions, LLC's plan reported $884K in assets and 3 participants for 2025.

Original filing (PDF)20260413202718NAL0010642691001

Pro-ACT Wealth Solutions, LLC

Name: Pro-ACT Wealth Solutions, LLC — Pro-ACT Wealth, Form 5500 (2025)
Creator: Pro-ACT Wealth Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pro-ACT Wealth Solutions, LLC 401(k) Plan

401(k) retirement plan · Pro-ACT Wealth Solutions, LLC's Pro-ACT Wealth Solutions, LLC 401(k) Plan held $884K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$884K

Net assets (EOY)

$884K

Plan identifiers

Pro-ACT Wealth Solutions, LLC's EIN is 81-3299615.

EIN 81-3299615

Plan number 002

Plan year 2025

ACK ID 20260413202718NAL0010642691001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pro-ACT Wealth Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pro-ACT Wealth Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRO-ACT WEALTH SOLUTIONS, LLC.

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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