Original filing (PDF)20250410105420NAL0013096099001

PRISM FINANCIAL GROUP, L.L.C.

Name: PRISM FINANCIAL GROUP, L.L.C. — PRISM FINANCIAL GROUP, L.L.C. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: PRISM FINANCIAL GROUP, L.L.C.

Form 5500-SF

FILING_RECEIVED

PRISM FINANCIAL GROUP, L.L.C. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRISM FINANCIAL GROUP, L.L.C..

Plan sponsor

Name

PRISM FINANCIAL GROUP, L.L.C.

EIN

48-1215504

Address

7101 COLLEGE BOULEVARD, SUITE 900 · OVERLAND PARK, KS · 66210

Phone

(913) 345-1444

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MORTON MANAGEMENT, LLC

MORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$5.3M · 2 participants

BARRY P. DEBANY, INC

BARRY P. DEBANY, INC. 401(K) PLAN

$5.3M · 3 participants

YIHENG CAPITAL MANAGEMENT, LP

YIHENG CAPITAL LLC RETIREMENT TRUST

$5.3M · 7 participants

LSV ADVISORS, LLC

LSV ADVISORS, LLC 401(K) PLAN

$5.3M · 26 participants

ALLEN CAPITAL GROUP, LLC

ACG 401(K) PLAN

$5.3M · 34 participants