How big is John C. Proctor Endowment Home's plan?

John C. Proctor Endowment Home's plan reported $3.5M in assets and 108 participants for 2024.

Original filing (PDF)20251002091827NAL0000183603001

John C. Proctor Endowment Home

Name: John C. Proctor Endowment Home — Proctor Home 401(k), Form 5500 (2024)
Creator: John C. Proctor Endowment Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proctor Home 401(k) Retirement Savings Plan

401(k) retirement plan · John C. Proctor Endowment Home's Proctor Home 401(k) Retirement Savings Plan held $3.5M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Wendy Basham signed John C. Proctor Endowment Home's 2024 Form 5500 as plan administrator.

Wendy Basham — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John C. Proctor Endowment Home's EIN is 37-0662595.

EIN 37-0662595

Plan number 003

Plan year 2024

ACK ID 20251002091827NAL0000183603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John C. Proctor Endowment Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John C. Proctor Endowment Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN C. PROCTOR ENDOWMENT HOME.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score