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THE PROACTIVE INVESTOR

EIN 26-3022794-information technology and services-Latest filing 2025
Plans
1
Retirement
1
$238K assets
Welfare
0
Participants
5
3302 QUAIL RIDGE LANE - MATTHEWS, NC 28104814-418-4000weareproactive.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
1 filing
#001401k-$238K - 5 part

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Retirement#001

THE PROACTIVE INVESTOR RETIREMENT PLAN

401k

Assets$238K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PROACTIVE INVESTOR RETIREMENT PLAN401k$238K52025
Retirement plans
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