What public Form 5500 filings show about the Prosperity Wealth Advisors LLC 401(k) plan — and how to find and check your own account.
Prosperity Wealth Advisors LLC (EIN 87-3015423) reports PROSPERITY WEALTH ADVISORS LLC 401K PS PLAN on its most recent Form 5500, with $599K in plan assets across 14 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 Prosperity Wealth Advisors LLC filing — schedules, fees, and providers.
Prosperity Wealth Advisors LLC’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 Prosperity Wealth Advisors LLCHR for the recordkeeper’s name and login.
