How big is Prudent Management Associates' plan?

Prudent Management Associates' plan reported $3.8M in assets and 12 participants for 2024.

Original filing (PDF)20251007143704NAL0008125280001

Prudent Management Associates

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

Form 5500-SF

FILING_RECEIVED

Prudent Management Associates 401(k) Plan

401(k) retirement plan · Prudent Management Associates' Prudent Management Associates 401(k) Plan held $3.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Prudent Management Associates' EIN is 23-2224831.

EIN 23-2224831

Plan number 001

Plan year 2024

ACK ID 20251007143704NAL0008125280001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prudent Management Associates' 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 PRUDENT MANAGEMENT ASSOCIATES.

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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