How big is Prospero Wealth Advisors LLC's plan?

Prospero Wealth Advisors LLC's plan reported $821K in assets and 4 participants for 2024.

Original filing (PDF)20251008193649NAL0005949825001

Prospero Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Prospero Wealth Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Prospero Wealth Advisors LLC's Prospero Wealth Advisors LLC 401(k) Profit Sharing Plan held $821K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

Plan identifiers

Prospero Wealth Advisors LLC's EIN is 46-4464470.

EIN 46-4464470

Plan number 001

Plan year 2024

ACK ID 20251008193649NAL0005949825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prospero Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROSPERO WEALTH ADVISORS LLC.

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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