How big is Prosperity Partners' plan?

Prosperity Partners' plan reported $12.2M in assets and 98 participants for 2024.

Original filing (PDF)20250701180924NAL0030183362001

Prosperity Partners

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

Form 5500-SF

FILING_RECEIVED

Prosperity Partners 401(k) Plan

401(k) retirement plan · Prosperity Partners' Prosperity Partners 401(k) Plan held $12.2M in plan assets for 98 participants in 2024.

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

People on this filing

Kristen Schrader signed Prosperity Partners' 2024 Form 5500 as plan administrator.

Kristen Schrader — 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 Partners' EIN is 65-1164012.

EIN 65-1164012

Plan number 001

Plan year 2024

ACK ID 20250701180924NAL0030183362001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity Partners' 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 PROSPERITY PARTNERS.

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Plan health score

Above-average plan

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

Knocking points off