Plan Snapshot
- Plan Sponsor: Proactive Brokerage INC.
- Sponsor EIN: 270407641
- Sponsor Address: PO BOX 846, PLANDOME, NY, 11030
- Plan Type: DB
- Plan Number: 001
- Total Participants: 6
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.3M | $177,544 | $0 |
| 2023 | 4 | $1.0M | $178,433 | $0 |
| 2022 | 4 | $831,578 | $145,079 | $0 |
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