How big is Prudent Prospera Planning, Inc.'s plan?

Prudent Prospera Planning, Inc.'s plan reported $16K in assets and 3 participants for 2024.

Original filing (PDF)20250929083014NAL0014940563001

Prudent Prospera Planning, Inc.

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

Form 5500-SF

FILING_RECEIVED

Prudent Prospera Planning, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Prudent Prospera Planning, Inc.'s Prudent Prospera Planning, Inc. 401(k) Profit Sharing Plan held $16K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

Plan identifiers

Prudent Prospera Planning, Inc.'s EIN is 27-1609236.

EIN 27-1609236

Plan number 001

Plan year 2024

ACK ID 20250929083014NAL0014940563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Prudent Prospera Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Prudent Prospera Planning, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRUDENT PROSPERA PLANNING, INC..

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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