Original filing (PDF)20251010091133NAL0004453107001

PRISM STRATEGY, INC.

Name: PRISM STRATEGY, INC. — PRISM STRATEGY, INC. SAFE HARBOR 401K PLAN, Form 5500 (2024)
Creator: PRISM STRATEGY, INC.

Form 5500-SF

FILING_RECEIVED

PRISM STRATEGY, INC. SAFE HARBOR 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$891K

Net assets (EOY)

$891K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

PRISM STRATEGY, INC.

EIN

46-2109402all filings

Address

1333 H STREET NE SUITE 800E · WASHINGTON, DC · 20005

Phone

(202) 276-1891

Industry