Plan Ledger DOL Form 5500 · updated monthly

Proactive Technologies, LLC401(k)

PROACTIVE TECHNOLOGIES, INC. 401(K) PLAN · OVIEDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.97%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Proactive Technologies, LLC reported $56,855 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $283 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.37% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,346th of 3,644), and 9,442nd of 11,654 in professional & technical services. In 2024, employees put in $9.90 for every $1.00 the employer contributed; active participation has shrunk from 119 to 35 since 2022.

Plan summary
Net assets, end of year$5,892,934
Participants with balances302
Active participants35
Employer contributions$9,902
Employee contributions$98,058
Employer contribution per active participant$283
Average account balance$19,513
Benefits paid to participants$720,439
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 302 accts · $10K emplr
2023$5.8M · 342 accts
2022$5.6M · 385 accts · $43K emplr
The Proactive Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$283
Median for plans this size$1,313
2024$283 per active participant
2022$359 per active participant

Proactive Technologies, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NATIONWIDE · Investment management$17,872
KESTRA ADVISORY SERVICES, LLC · Investment management$11,736
NATIONWIDE · Investment management$3,307
NATIONWIDE RETIREMENT PLANS · Investment management$36

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$56,855 · 0.97%
2023$23,825 · 0.42%
2022$24,762 · 0.37%
All plans at this employer2
PROACTIVE TECHNOLOGIES, INC. 401(K) PLAN401(k)
PROACTIVE TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansProfessional & Technical Services · Florida
Certipay, Inc. FL$5.9M · 0.47%
9LINE LLC FL$5.8M · 0.29%
Synergistix, Inc. FL$5.7M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541815346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.