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Original filing (PDF)20251015131129NAL0002462323001
PROCTOR ACADEMY
Form 5500
FILING_RECEIVED
PROCTOR ACADEMY 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
266
Accounts w/ balance
254
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 92% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROCTOR ACADEMY.
Plan sponsor
Name
PROCTOR ACADEMY
EIN
02-0222179
Address
204 MAIN STREET · P.O. BOX 500 · ANDOVER, NH · 03216
Phone
(603) 735-6000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TSS FINANCIAL PARTNERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREEWOOD VILLAGE, CO | RECORDKEEPER ADMINISTRATO | $81K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC | — | CLEVELAND, OH | INVESTMENT ADVISOR | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
35 direct securities· $22.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $3.8M | 17.0% | |
| Vanguard Target Retirement 2030 Inv Mutual Funds | — | — | — | $3.5M | 15.6% | |
| Vanguard Target Retirement 2035 Inv Mutual Funds | — | — | — | $1.7M | 7.7% | |
| Vanguard Target Retirement 2025 Inv Mutual Funds | — | — | — | $1.4M | 6.4% | |
| Vanguard Target Retirement 2045 Inv Mutual Funds | — | — | — | $1.4M | 6.1% | |
| Vanguard Target Retirement 2040 Inv Mutual Funds | — | — | — | $1.2M | 5.5% | |
| Vanguard Target Retirement 2050 Inv Mutual Funds | — | — | — | $1.0M | 4.7% | |
| Vanguard Target Retirement 2055 Inv Mutual Funds | — | — | — | $994K | 4.5% | |
| Vanguard Mid Cap Index Fund Mutual Funds | — | — | — | $667K | 3.0% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | — | — | — | $660K | 3.0% | |
| MFS Massachusetts Investors Growth Mutual Funds | — | — | — | $653K | 2.9% | |
| Vanguard Equity-Income Fund Mutual Funds | — | — | — | $652K | 2.9% | |
| Vanguard Small Cap Index Fund Mutual Funds | — | — | — | $575K | 2.6% | |
| Guaranteed Interest Account Interest rate at 1.50% | — | — | — | $536K | 2.4% | |
| General Account | — | — | — | $533K | 2.4% | |
| Vanguard Target Retirement 2020 Inv Mutual Funds | — | — | — | $520K | 2.3% | |
| MFS International Growth Mutual Funds | — | — | — | $422K | 1.9% | |
| Vanguard Interm-Term Bnd Indx Fd Mutual Funds | — | — | — | $385K | 1.7% | |
| MassMutual Core Bond Fund Mutual Funds | — | — | — | $364K | 1.6% | |
| DFA Inflation-Protected Securities Mutual Funds | — | — | — | $268K | 1.2% | |
| Participant Directed American Funds New World Fund Mutual Funds | — | — | — | $240K | 1.1% | |
| DWS RREEF Real Est Secs Fd Mutual Funds | — | — | — | $231K | 1.0% | |
| Vanguard Sm Cap Grwth Indx Fnd Mutual Funds | — | — | — | $178K | 0.8% | |
| MFS Mid Cap Value Fund Mutual Funds | — | — | — | $157K | 0.7% | |
| JP Morgan Mid Cap Growth Mutual Funds | — | — | — | $151K | 0.7% | |
| JP Morgan Small Cap Value Fund Mutual Funds | — | — | — | $121K | 0.5% | |
| Notes receivable from participants Interest rates at 4.25% - 9.50% | — | — | — | $117K | 0.5% | |
| Neuberger Berman Strat Incm Fd Mutual Funds | — | — | — | $108K | 0.5% | |
| Vanguard Target Retirement 2060 Inv Mutual Funds | — | — | — | $107K | 0.5% | |
| Nuveen Large Cap Responsible Equity R6 Mutual Funds | — | — | — | $57K | 0.3% | |
| Vanguard FTSE Social Index Fd Mutual Funds | — | — | — | $36K | 0.2% | |
| Vanguard Target Retirement Income Inv Mutual Funds | — | — | — | $35K | 0.2% | |
| Vanguard Target Retirement 2065 Inv Mutual Funds | — | — | — | $28K | 0.1% | |
| Calvert Conservative Allocation Mutual Funds | — | — | — | $15K | <0.1% | |
| Calvert Balanced Fund Mutual Funds | — | — | — | $7K | <0.1% |
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