Sponsor portfolio
PROACTIVE WEALTH STRATEGIES
EIN 74-3189585financial servicesLatest filing 2024
Plans
1
Retirement
1
$179K assets
Welfare
0
Participants
7
533 JOHNSON FERRY RD, BLDG C STE 100 - MARIETTA, GA 30068770-635-4100pwsatlanta.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROACTIVE WEALTH STRATEGIES 401(K) PLAN | 401k | $179K | 7 | 2024 |
Retirement plans