How big is Prudent Financial LLC's plan?

Prudent Financial LLC's plan reported $432K in assets and 2 participants for 2024.

Original filing (PDF)20250727104521NAL0000660768001

Prudent Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Prudent Financial LLC 401(k) Plan

401(k) retirement plan · Prudent Financial LLC's Prudent Financial LLC 401(k) Plan held $432K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

People on this filing

Charles Durkot, E.A. signed Prudent Financial LLC's 2024 Form 5500 as plan administrator.

Charles Durkot, E.A. — 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

Prudent Financial LLC's EIN is 47-1060200.

EIN 47-1060200

Plan number 001

Plan year 2024

ACK ID 20250727104521NAL0000660768001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prudent Financial LLC'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 PRUDENT FINANCIAL 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