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Original filing (PDF)20251014115513NAL0002820049002
PROSPERITY NOW
Form 5500
FILING_RECEIVED
PROSPERITY NOW RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
32% in single holding
Active participants
22
Accounts w/ balance
111
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Principal Trust Company LifeTime 2040 Inst Fund N/A" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROSPERITY NOW.
Plan sponsor
Name
PROSPERITY NOW
EIN
52-1141804
Address
1200 G STREET NW SUITE 400 · WASHINGTON, DC · 200053832
Phone
(202) 408-9788
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBERG & FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | CONTRACT ADMINISTRATOR | $39K | — |
Investments
27 direct securities· $7.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Trust Company LifeTime 2040 Inst Fund N/A | — | — | — | $2.3M | 31.5% | |
| Principal Trust Company LifeTime 2050 Inst Fund N/A | — | — | — | $1.6M | 22.0% | |
| Principal Trust Company LifeTime 2045 Inst Fund N/A | — | — | — | $600K | 8.2% | |
| Principal Trust Company LifeTime 2060 Inst Fund N/A | — | — | — | $567K | 7.7% | |
| Principal Trust Company LifeTime 2055 Inst Fund N/A | — | — | — | $467K | 6.4% | |
| Principal Trust Company LargeCap S&P 500 Index Inst Fund N/A | — | — | — | $321K | 4.4% | |
| Principal Trust Company MidCap Value I R6 Fund N/A | — | — | — | $230K | 3.1% | |
| Principal Trust Company LifeTime 2030 Inst Fund N/A | — | — | — | $182K | 2.5% | |
| Spectrum Preferred and Capital Sec * Principal Trust Company Income R6 Fd N/A 564 iShares Russell 2000 Small-Cap Index K Fund N/A | — | — | — | $156K | 2.1% | |
| Principal Trust Company LargeCap Growth I R6 Fund N/A | — | — | — | $109K | 1.5% | |
| Principal Trust Company LifeTime 2035 Inst Fund N/A | — | — | — | $99K | 1.3% | |
| Participants September 30, 2029 N/A | — | — | — | $79K | 1.1% | |
| Principal Trust Company MidCap Growth III Inst Fund N/A 396 * Principal Trust Company MidCap S&P 400 Index R6 Fund N/A | — | — | — | $74K | 1.0% | |
| Principal Trust Company Short-Term Income Inst Fund N/A | — | — | — | $73K | 1.0% | |
| Principal Trust Company Real Estate Securities R6 Fund N/A | — | — | — | $64K | 0.9% | |
| Impax Allocation Institutional Fund N/A | — | — | — | $62K | 0.8% | |
| Principal Life insurance Company Fixed Income Option non 401(a) N/A | — | — | — | $45K | 0.6% | |
| Principal Trust Company LifeTime 2065 Inst Fund N/A | — | — | — | $45K | 0.6% | |
| Principal Trust Company SmallCap R6 Fund N/A | — | — | — | $40K | 0.5% | |
| Principal Trust Company SmallCap Growth I R6 Fund N/A | — | — | — | $33K | 0.4% | |
| JP Morgan Government Bond R6 Fund N/A | — | — | — | $16K | 0.2% | |
| American Funds New World R6 Fund N/A | — | — | — | $13K | 0.2% | |
| Principal Trust Company Diversified International R6 Fund N/A | — | — | — | $13K | 0.2% | |
| Principal Trust Company LifeTime 2020 Inst Fund N/A 1 * Principal Trust Company LifeTime 2025 Inst Fund N/A | — | — | — | $12K | 0.2% | |
| Principal Trust Company LargeCap Value III Inst Fund N/A | — | — | — | $8K | 0.1% | |
| American Funds Inflation Linked Bond R6 Fund N/A | — | — | — | $5K | <0.1% | |
| Principal Trust Company Core Plus Bond Inst Fund N/A | — | — | — | $2K | <0.1% |
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