How big is Prosperwell Financial's plan?

Prosperwell Financial's plan reported $885K in assets and 10 participants for 2024.

Original filing (PDF)20250911090914NAL0000853714001

Prosperwell Financial

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

Form 5500-SF

FILING_RECEIVED

Prosperwell Financial 401(k) Plan

401(k) retirement plan · Prosperwell Financial's Prosperwell Financial 401(k) Plan held $885K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

People on this filing

Nicole Middendorf signed Prosperwell Financial's 2024 Form 5500 as plan administrator.

Nicole Middendorf — 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

Prosperwell Financial's EIN is 45-3631185.

EIN 45-3631185

Plan number 001

Plan year 2024

ACK ID 20250911090914NAL0000853714001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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