Proactive Business Solutions Inc 401 K Plan
Sponsored by Proactive Business Solutions, · EIN 943311770 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 87
- With balances
- 112
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Proactive Business Solutions Inc | Recordkeeping, Trustee (institutional), Other services | $18,404 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $17,330 |
| Portico Wealth Advisors, Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $15,684 |