How big is Prelude Advisors LLC's plan?

Prelude Advisors LLC's plan reported $5.5M in assets and 10 participants for 2024.

Original filing (PDF)20250626061844NAL0020856962001

Prelude Advisors LLC

Name: Prelude Advisors LLC — Prelude Advisors LLC 401(k), Form 5500 (2024)
Creator: Prelude Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prelude Advisors LLC 401(k) Retirement Plan

401(k) retirement plan · Prelude Advisors LLC's Prelude Advisors LLC 401(k) Retirement Plan held $5.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Laurie Allen signed Prelude Advisors LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Prelude Advisors LLC's EIN is 37-1841617.

EIN 37-1841617

Plan number 001

Plan year 2024

ACK ID 20250626061844NAL0020856962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Prelude Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Prelude Advisors LLC'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 PRELUDE ADVISORS LLC.

Finding similar companies…

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