How big is Proactive Strategies, LLC's plan?

Proactive Strategies, LLC's plan reported $367K in assets and 5 participants for 2024.

Original filing (PDF)20250425221318NAL0009570657067

Proactive Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Proactive Strategies 401(k) Plan

401(k) retirement plan · Proactive Strategies, LLC's Proactive Strategies 401(k) Plan held $367K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

Plan identifiers

Proactive Strategies, LLC's EIN is 85-0825269.

EIN 85-0825269

Plan number 001

Plan year 2024

ACK ID 20250425221318NAL0009570657067

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Proactive Strategies, LLC's 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 STRATEGIES, 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