# Proteus Fund INC. 401(k) Plan
Source: https://planprovider.pro/companies/proteus-fund-inc-plan

> Proteus Fund INC.'s 401(k) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Proteus Fund INC.

- **Sponsor EIN:** 043243004

- **Sponsor Address:** 303 WYMAN STREET, WALTHAM, MA, 02451

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

- **Total Participants:** 82

- **Total Assets:** $13.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|82|$13.0M|$1.2M|$563,069|

| 2023|91|$10.3M|$1.3M|$540,958|

| 2022|81|$6.7M|$1.0M|$482,365|

## 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|

| WHITTLESEY P.C.|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|$30,302|$28,157|$2,145|—|—|

| 2023|$20,326|$19,846|$480|—|—|

| 2022|$16,290|$16,290|—|—|—|

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