Department of Labor filing

PROTEUS FUND INC.

PROTEUS FUND INC. 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

76filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$14,100

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$188 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 42% of comparable plans

↗Investment performance

Not available

Plan assets changed 26.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202476out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $4,805 · based on 133 comparable plans

Lower reported administrative expense42nd percentileTypical peer $142 · based on 131 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PROTEUS FUND INC. reported $1,156,183 in employer contributions across the plan and 82 active participants. That works out to $14,100 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy49%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 13.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 41.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context76/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,156,183
Participant contributions: $563,069
Other contributions: Not reported
Employer share of reported contributions: 67.2%
Beginning assets: $10,274,378
Ending assets: $13,000,791
Ending net assets: $13,000,791
Ending liabilities: Not reported
Total income: $3,171,666
Total expenses: $445,253
Administrative expenses: $30,302
Participant loans: $44,541

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$12,469

2023

$13,863

2024

$14,100

Plan-paid administrative expenses per participant

2022

$134

2023

$149

2024

$188

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$14,100	82	13M	20251014170552NAL0003465825001
2023	$13,863	91	10.3M	20241011131217NAL0012520659002
2022	$12,469	81	6.7M	20231013142950NAL0034166513002

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 043243004-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2008
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2T3D

Current plan terms

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Filing ACK_ID20251014170552NAL0003465825001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗