Proteus Fund Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Proteus Fund Inc. · EIN 043243004 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 82
- With balances
- 165
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan), Direct payment from the plan | $28,157 |