Proactive Technologies, Inc. 401(k) Plan
Sponsored by Proactive Technologies, Llc · EIN 541815346 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 35
- With balances
- 302
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $17,872 |
| Kestra Advisory Services, Llc | Investment management, Shareholder servicing fees | $11,736 |
| Nationwide | Investment management, Shareholder servicing fees | $3,307 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $36 |