Plan Snapshot
- Plan Sponsor: The Proactive Technology Group, LLC
- Sponsor EIN: 161659389
- Sponsor Address: 14 PLAZA ROAD, GREENVALE, NY, 11548
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 24 | $1.4M | $46,127 | $77,207 |
| 2023 | 20 | $1.5M | $147,934 | $118,830 |
| 2022 | 22 | $1.1M | $55,933 | $114,190 |