Prism Financial Group, L.L.C. 401(k) Plan
What public Form 5500 filings show about the Prism Financial Group, L.L.C. 401(k) plan — and how to find and check your own account.
The Prism Financial Group, L.L.C. 401(k) on its latest Form 5500
Prism Financial Group, L.L.C. (EIN 48-1215504) reports PRISM FINANCIAL GROUP, L.L.C. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $0 in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Prism Financial Group, L.L.C. filing — schedules, fees, and providers.
Who runs the Prism Financial Group, L.L.C. 401(k)?
Prism Financial Group, L.L.C.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Prism Financial Group, L.L.C.HR for the recordkeeper’s name and login.
How to check your Prism Financial Group, L.L.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Prism Financial Group, L.L.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).