How big is Prizm Asset Management Company's plan?

Prizm Asset Management Company's plan reported $4.8M in assets and 73 participants for 2024.

Original filing (PDF)20251014094042NAL0001179475001

Prizm Asset Management Company

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

Form 5500-SF

FILING_RECEIVED

Prizm Asset Management Co., 401(k) Defined Contribution Plan

401(k) retirement plan · Prizm Asset Management Company's Prizm Asset Management Co., 401(k) Defined Contribution Plan held $4.8M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Michelle Dupell signed Prizm Asset Management Company's 2024 Form 5500 as plan administrator.

Michelle Dupell — 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

Prizm Asset Management Company's EIN is 23-3062258.

EIN 23-3062258

Plan number 002

Plan year 2024

ACK ID 20251014094042NAL0001179475001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prizm Asset Management Company'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 PRIZM ASSET MANAGEMENT COMPANY.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off