Sponsor portfolio

PROCTOR FINANCIAL

EIN 04-3701843investment managementLatest filing 2025

Plans

Retirement

$3.4M assets

Welfare

Participants

18 NORTH MAIN ST - SHERBORN, MA 01770781-235-0405proctorfinancial.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#002401k-$3.4M - 7 part

Plan deep-dives

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Retirement#002

PROCTOR FINANCIAL, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M

Participants7

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	PROCTOR FINANCIAL, INC. 401(K) PROFIT SHARING PLAN	401k	$3.4M	7	2025

Retirement plans