Original filing (PDF)20251014094042NAL0001179475001

PRIZM ASSET MANAGEMENT COMPANY

Name: PRIZM ASSET MANAGEMENT COMPANY — PRIZM ASSET MANAGEMENT CO., 401(K) DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: PRIZM ASSET MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

PRIZM ASSET MANAGEMENT CO., 401(K) DEFINED CONTRIBUTION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIZM ASSET MANAGEMENT COMPANY.

Plan sponsor

Name

PRIZM ASSET MANAGEMENT COMPANY

EIN

23-3062258

Address

4500 PERKIOMEN AVENUE · P.O. BOX 4116 · READING, PA · 196060516

Phone

(610) 370-3767

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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