How big is Prostatis Financial Advisors' plan?

Prostatis Financial Advisors' plan reported $1.7M in assets and 15 participants for 2024.

Original filing (PDF)20250602122904NAL0010041825001

Prostatis Financial Advisors

Name: Prostatis Financial Advisors — Prostatis Financial, Form 5500 (2024)
Creator: Prostatis Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prostatis Financial Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Prostatis Financial Advisors' Prostatis Financial Advisors 401(k) Profit Sharing Plan & Trust held $1.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Michael Canet signed Prostatis Financial Advisors' 2024 Form 5500 as plan administrator.

Michael Canet — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Prostatis Financial Advisors' EIN is 11-3705972.

EIN 11-3705972

Plan number 001

Plan year 2024

ACK ID 20250602122904NAL0010041825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Prostatis Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Prostatis Financial Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROSTATIS FINANCIAL ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score