# Proctor Academy 401(k) Plan
Source: https://planprovider.pro/companies/proctor-academy-401k-plan

> Proctor Academy's 401(k) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Proctor Academy

- **Sponsor EIN:** 020222179

- **Sponsor Address:** 204 MAIN STREET, ANDOVER, NH, 03216

- **Plan Type:** 401(k)

- **Total Participants:** 266

- **Total Assets:** $22.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|266|$22.3M|$716,161|$1.0M|

| 2023|276|$20.1M|$718,578|$992,060|

| 2022|266|$16.1M|$662,729|$967,944|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TSS FINANCIAL PARTNERS, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$81,114|—|$81,114|—|—|

| 2023|$61,889|—|—|—|—|

| 2022|$14,108|—|—|—|—|

## Similar Plans

- [New England College](https://planprovider.pro/companies/new-england-college-401k-plan) — 279 participants

- [Rivier University](https://planprovider.pro/companies/rivier-university-403b-plan) — 232 participants

- [Trustees Of Dartmouth College](https://planprovider.pro/companies/trustees-of-dartmouth-college-plan-002) — 229 participants

- [Spaulding Academy & Family Services](https://planprovider.pro/companies/spaulding-academy-family-services-plan-003) — 310 participants

- [Colby-Sawyer College](https://planprovider.pro/companies/colby-sawyer-college-403b-plan) — 316 participants

- [St. Paul'S School](https://planprovider.pro/companies/st-paul-s-school-403b-plan) — 318 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/proctor-academy-401k-plan)

© 2026 PlanProvider.Pro