Sarah Slate signed Prosperity Service Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prosperity Service Group, LLC's EIN is 35-2491143.
Download the official 2024 Form 5500 (PDF) for Prosperity Service Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prosperity Service Group, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIGITAL INSURANCE LLC | 82-1434504 | — | CONSULTANT | $90K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON LAMBERT LLP | 52-1446779 | — | ACCOUNTANT/AUDITOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $9.8M | 19.1% | |
| FID CONTRAFUND K6 Mutual Funds | Mutual Funds | — | — | $8.1M | 15.8% | |
| EMPOWER GIA Guaranteed Investment Contract | Stable Value | — | — | $4.7M | 9.1% | |
| JPM MID CAP GRTH R6 Mutual Funds | Other securities | — | — | $3.6M | 7.0% | |
| VANG EQUITY INC ADM Mutual Funds | Common Stocks | — | — | $3.1M | 6.0% | |
| FID FREEDOM 2030 K6 Mutual Funds | Mutual Funds | — | — | $2.3M | 4.5% | |
| FID FREEDOM 2035 K6 Mutual Funds | Mutual Funds | — | — | $2.2M | 4.4% | |
| HTFD INTL OPPS R6 Mutual Funds | Other securities | — | — | $1.8M | 3.5% | |
| FID FREEDOM 2045 K6 Mutual Funds | Mutual Funds | — | — | $1.7M | 3.3% | |
| FID EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $1.5M | 2.9% | |
| FID TOTAL BOND K6 Mutual Funds | Mutual Funds | — | — | $1.4M | 2.6% | |
| FID FREEDOM 2040 K6 Mutual Funds | Mutual Funds | — | — | $1.2M | 2.4% | |
| FID FREEDOM 2055 K6 Mutual Funds | Mutual Funds | — | — | $1.0M | 2.0% | |
| FID FREEDOM 2050 K6 Mutual Funds | Mutual Funds | — | — | $972K | 1.9% | |
| AF BALANCED R6 Mutual Funds | Other securities | — | — | $947K | 1.8% | |
| VICTORY S EST VAL R6 Mutual Funds | Other securities | — | — | $936K | 1.8% | |
| FID FREEDOM 2025 K6 Mutual Funds | Mutual Funds | — | — | $912K | 1.8% | |
| FID US BOND IDX Mutual Funds | Common Collective Trusts | — | — | $888K | 1.7% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $795K | 1.5% | |
| FID INTL INDEX Mutual Funds | Mutual Funds | — | — | $553K | 1.1% | |
| FID GOVT MMKT K6 Interest-Bearing Cash ** 125 * FID FREEDOM 2065 K6 Mutual Fund | Mutual Funds | — | — | $465K | 0.9% | |
| FID FREEDOM 2060 K6 Mutual Funds | Mutual Funds | — | — | $456K | 0.9% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $411K | 0.8% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $402K | 0.8% | |
| FID FREEDOM 2015 K6 Mutual Funds | Mutual Funds | — | — | $297K | 0.6% | |
| AF NEW WORLD R6 Mutual Funds | Other securities | — | — | $232K | 0.5% | |
| PGIM HIGH YIELD R6 Mutual Funds | Other securities | — | — | $214K | 0.4% | |
| FID FREEDOM 2010 K6 Mutual Funds | Mutual Funds | — | — | $200K | 0.4% | |
| FID FREEDOM 2020 K6 Mutual Funds | Mutual Funds | — | — | $109K | 0.2% | |
| FID FREEDOM INC K6 Mutual Funds | Mutual Funds | — | — | $80K | 0.2% | |
| CALV US LG CP CRI R6 Mutual Funds | Other securities | — | — | $40K | <0.1% | |
| DFA INF PRT SEC PORT Mutual Funds | Mutual Funds | — | — | $5K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
