How big is Prospera, LLC's plan?

Prospera, LLC's plan reported $2.0M in assets and 160 participants for 2024.

Original filing (PDF)20250724131333NAL0002504931001

Prospera, LLC

Name: Prospera, LLC — Prospera 401(k) Plan, Form 5500 (2024)
Creator: Prospera, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prospera 401(k) Plan

401(k) retirement plan · Prospera, LLC's Prospera 401(k) Plan held $2.0M in plan assets for 160 participants in 2024.

Signals · 1

No auditor on file

Active participants

160

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Diane Wolford signed Prospera, LLC's 2024 Form 5500 as plan administrator.

Diane Wolford — 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

Prospera, LLC's EIN is 20-1770072.

EIN 20-1770072

Plan number 001

Plan year 2024

ACK ID 20250724131333NAL0002504931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prospera, LLC's 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 PROSPERA, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score