How big is ELY Prudent Portfolios LLC's plan?

ELY Prudent Portfolios LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250702142554NAL0007680483001

ELY Prudent Portfolios LLC

Name: ELY Prudent Portfolios LLC — ELY Prudent Portfolios, Form 5500 (2024)
Creator: ELY Prudent Portfolios LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ELY Prudent Portfolios LLC 401(k) Plan

401(k) retirement plan · ELY Prudent Portfolios LLC's ELY Prudent Portfolios LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

ELY Prudent Portfolios LLC's EIN is 16-1778281.

EIN 16-1778281

Plan number 001

Plan year 2024

ACK ID 20250702142554NAL0007680483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ELY Prudent Portfolios LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ELY Prudent Portfolios LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELY PRUDENT PORTFOLIOS LLC.

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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