How big is Prosperity Financial Advisors LLC's plan?

Prosperity Financial Advisors LLC's plan reported $75K in assets and 3 participants for 2025.

Original filing (PDF)20260424221212NAL0013347282099

Prosperity Financial Advisors LLC

Name: Prosperity Financial Advisors LLC — Prosperity, Form 5500 (2025)
Creator: Prosperity Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prosperity Financial Advisors LLC 401(k) Plan

401(k) retirement plan · Prosperity Financial Advisors LLC's Prosperity Financial Advisors LLC 401(k) Plan held $75K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan identifiers

Prosperity Financial Advisors LLC's EIN is 26-0896628.

EIN 26-0896628

Plan number 001

Plan year 2025

ACK ID 20260424221212NAL0013347282099

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Prosperity Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Prosperity Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROSPERITY FINANCIAL ADVISORS LLC.

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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