Proactive Technologies 401(k) match, vesting and fees
What Proactive Technologies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nationwide Insurance | 2023 Schedule C ↗ |
| Independent auditor | Aprio LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Proactive Technologies: employer contribution per participant | $33 | |
| Peer median | $2,521 |
| Proactive Technologies: average balance | $19,513 | |
| Peer median | $75,833 |
| Proactive Technologies: admin expenses ÷ assets | 0.97% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.9M at the end of plan year 2021 to $5.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 326 | $5.9M | $9,902 | $33 | 0.97% | Not published | Form 5500 ↗ |
| 2023 | 396 | $5.8M | — | — | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 474 | $5.6M | $43K | $111 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 481 | $7.9M | $337K | $830 | 0.00% | Not published | Form 5500 ↗ |
Other Proactive Technologies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Proactive Technologies, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Aprio LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Proactive Technologies match 401(k) contributions?
The match terms for the Proactive Technologies, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $9,902 in employer contributions, about $33 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Proactive Technologies 401(k) match vested?
The vesting schedule for the Proactive Technologies, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Proactive Technologies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Nationwide Insurance. The plan administrator is Proactive Technologies, LLC.
I left Proactive Technologies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Proactive Technologies, LLC, (321) 319-0440) or the recordkeeper, Nationwide Insurance. The Proactive Technologies old 401(k) page lists the contacts from every plan filing. Find an old Proactive Technologies 401(k)
Data from the public Form 5500 annual reports Proactive Technologies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Proactive Technologies. Not financial advice. Report a correction · Methodology