Proactive Wealth Management

QIAN LIU signed Proactive Wealth Management's 2023 Form 5500 as plan administrator.

• QIAN LIU — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Proactive Wealth Management's EIN is 83-3534251.

Download the official 2023 Form 5500 (PDF) for Proactive Wealth Management from the U.S. Department of Labor's EFAST2 system.

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