How big is Pratt Financial, Inc.'s plan?

Pratt Financial, Inc.'s plan reported $4.2M in assets and 9 participants for 2024.

Original filing (PDF)20250505132708NAL0005190163001

Pratt Financial, Inc.

Name: Pratt Financial, Inc. — Pratt Financial, Inc. 401(k), Form 5500 (2024)
Creator: Pratt Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pratt Financial, Inc. 401(k) Plan

401(k) retirement plan · Pratt Financial, Inc.'s Pratt Financial, Inc. 401(k) Plan held $4.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Bryan Pratt signed Pratt Financial, Inc.'s 2024 Form 5500 as plan administrator.

Bryan Pratt — 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

Pratt Financial, Inc.'s EIN is 41-1958050.

EIN 41-1958050

Plan number 001

Plan year 2024

ACK ID 20250505132708NAL0005190163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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