How big is PRIO Wealth LP's plan?

PRIO Wealth LP's plan reported $20.6M in assets for 2024.

Original filing (PDF)20250604115756NAL0019314240002

PRIO Wealth LP

Name: PRIO Wealth LP — PRIO Wealth 401(k) and Profit, Form 5500 (2024)
Creator: PRIO Wealth LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PRIO Wealth 401(k) and Profit Sharing Plan

401(k) retirement plan · PRIO Wealth LP's PRIO Wealth 401(k) and Profit Sharing Plan reported $20.6M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

People on this filing

John Bratschi signed PRIO Wealth LP's 2024 Form 5500 as plan administrator.

John Bratschi — 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

PRIO Wealth LP's EIN is 26-1697934.

EIN 26-1697934

Plan number 001

Plan year 2024

ACK ID 20250604115756NAL0019314240002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PRIO Wealth LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PRIO Wealth LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIO WEALTH LP.

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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