Jessica Hughes signed Prosperity Planning, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prosperity Planning, Inc.'s EIN is 20-0974003.
Download the official 2025 Form 5500 (PDF) for Prosperity Planning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Prosperity Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).