Don Gholston signed Proactive Business Solutions,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proactive Business Solutions,'s EIN is 94-3311770.
Download the official 2024 Form 5500 (PDF) for Proactive Business Solutions, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proactive Business Solutions,'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTICO WEALTH ADVISORS, LLC | 27-1799818 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $528K | 16.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $477K | 14.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $457K | 13.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $397K | 12.0% | |
| DIMENSIONAL GLOBAL EQTY - INST 22 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $374K | 11.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $259K | 7.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $233K | 7.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $181K | 5.5% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $150K | 4.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $67K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $41K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $27K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $25K | 0.8% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $15K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $11K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $9K | 0.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM 43 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $8K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $3K | <0.1% | |
| DODGE & COX INCOME FUND X 44 REGISTERED INVESTMENT COMPANY VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $2K | <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 |
|---|---|---|---|---|---|
| PROACTIVE BUSINESS SOLUTIONS INC | 94-3311770 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
