How big is Proactive Home Loans LLC's plan?

Proactive Home Loans LLC's plan reported $30K in assets and 2 participants for 2024.

Original filing (PDF)20251009161222NAL0011857696001

Proactive Home Loans LLC

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

Form 5500-SF

FILING_RECEIVED

Proactive Home Loans LLC 401(k) Plan

401(k) retirement plan · Proactive Home Loans LLC's Proactive Home Loans LLC 401(k) Plan held $30K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

People on this filing

Richard Tatum signed Proactive Home Loans LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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 Home Loans LLC's EIN is 88-3201986.

EIN 88-3201986

Plan number 001

Plan year 2024

ACK ID 20251009161222NAL0011857696001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Proactive Home Loans 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 HOME LOANS LLC.

Finding similar companies…

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