How big is Prosperity NOW's plan?

Prosperity NOW's plan reported $7.3M in assets and 22 participants for 2024.

Original filing (PDF)20251014115513NAL0002820049002

Prosperity NOW

Name: Prosperity NOW — Prosperity NOW Retirement Savings, Form 5500 (2024)
Creator: Prosperity NOW
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Prosperity NOW Retirement Savings Plan

403(b) retirement plan · Prosperity NOW's Prosperity NOW Retirement Savings Plan held $7.3M in plan assets for 22 participants in 2024, with Principal as recordkeeper.

Signals · 3

32% in single holding91% employer stockHigh average account balance

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Marisa Calderon signed Prosperity NOW's 2024 Form 5500 as plan administrator.

Marisa Calderon — 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

Prosperity NOW's EIN is 52-1141804.

EIN 52-1141804

Plan number 001

Plan year 2024

ACK ID 20251014115513NAL0002820049002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity NOW's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

PROSPERITY NOW

EIN

all filings

Address

1200 G STREET NW SUITE 400 · WASHINGTON, DC · 200053832

Phone

(202) 408-9788

Industry

Other Services (ex. Public Admin)

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)

Service providers (Schedule C)

1 rows

Recordkeeper

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)

Common Stocks

$6.6M

20 holdings

Common Collective Trusts

$477K

2 holdings

Other securities

$140K

2 holdings

Mutual Funds

$18K

2 holdings

U.S. Treasuries

$16K

1 holding

					% of plan
Principal Trust Company LifeTime 2040 Inst Fund N/A	Common Stocks	—	—	$2.3M	31.5%
Principal Trust Company LifeTime 2050 Inst Fund N/A	Common Stocks	—	—	$1.6M	22.0%
Principal Trust Company LifeTime 2045 Inst Fund N/A	Common Stocks	—	—	$600K	8.2%
Principal Trust Company LifeTime 2060 Inst Fund N/A	Common Stocks	—	—	$567K	7.7%
Principal Trust Company LifeTime 2055 Inst Fund N/A	Common Stocks	—	—	$467K	6.4%
Principal Trust Company LargeCap S&P 500 Index Inst Fund N/A	Common Collective Trusts	—	—	$321K	4.4%
Principal Trust Company MidCap Value I R6 Fund N/A	Common Stocks	—	—	$230K	3.1%
Principal Trust Company LifeTime 2030 Inst Fund N/A	Common Stocks	—	—	$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	Common Collective Trusts	—	—	$156K	2.1%
Principal Trust Company LargeCap Growth I R6 Fund N/A	Common Stocks	—	—	$109K	1.5%
Principal Trust Company LifeTime 2035 Inst Fund N/A	Common Stocks	—	—	$99K	1.3%
Participants September 30, 2029 N/A	Other securities	—	—	$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	Common Stocks	—	—	$74K	1.0%
Principal Trust Company Short-Term Income Inst Fund N/A	Common Stocks	—	—	$73K	1.0%
Principal Trust Company Real Estate Securities R6 Fund N/A	Common Stocks	—	—	$64K	0.9%
Impax Allocation Institutional Fund N/A	Other securities	—	—	$62K	0.8%
Principal Life insurance Company Fixed Income Option non 401(a) N/A	Common Stocks	—	—	$45K	0.6%
Principal Trust Company LifeTime 2065 Inst Fund N/A	Common Stocks	—	—	$45K	0.6%
Principal Trust Company SmallCap R6 Fund N/A	Common Stocks	—	—	$40K	0.5%
Principal Trust Company SmallCap Growth I R6 Fund N/A	Common Stocks	—	—	$33K	0.4%
JP Morgan Government Bond R6 Fund N/A	U.S. Treasuries	—	—	$16K	0.2%
American Funds New World R6 Fund N/A	Mutual Funds	—	—	$13K	0.2%
Principal Trust Company Diversified International R6 Fund N/A	Common Stocks	—	—	$13K	0.2%
Principal Trust Company LifeTime 2020 Inst Fund N/A 1 * Principal Trust Company LifeTime 2025 Inst Fund N/A	Common Stocks	—	—	$12K	0.2%
Principal Trust Company LargeCap Value III Inst Fund N/A	Common Stocks	—	—	$8K	0.1%
American Funds Inflation Linked Bond R6 Fund N/A	Mutual Funds	—	—	$5K	<0.1%
Principal Trust Company Core Plus Bond Inst Fund N/A	Common Stocks	—	—	$2K	<0.1%