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Sponsor portfolio

G.S. PROCTOR & ASSOCIATES, INC.

EIN 52-1929042-Public Administration-Latest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
22
14408 OLD MILL RD. #201 - UPPER MARLBORO, MD 20772301-952-8885
Plans on this EIN
2 filings
#001401k-$2.6M - 16 part#002CashBalance-$672K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.3M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • ASSOCIATE, INC. 401(K) (#001)79%
  • CASH BALANCE PLAN (#002)21%
Total $3.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATE, INC. 401(K) (#001)16
  • CASH BALANCE PLAN (#002)6
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

G.S. PROCTOR & ASSOCIATE, INC. 401(K) PLAN

401k

Assets$2.6M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

G.S. PROCTOR & ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$672K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001G.S. PROCTOR & ASSOCIATE, INC. 401(K) PLAN401k$2.6M162025
002G.S. PROCTOR & ASSOCIATES CASH BALANCE PLANCashBalance$672K62024
Retirement plans
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