How big is Prism Financial Products LP's plan?

Prism Financial Products LP's plan reported $1.0M in assets and 14 participants for 2024.

Original filing (PDF)20250715120248NAL0002880528001

Prism Financial Products LP

Name: Prism Financial Products LP — Form 5500 (2024)
Creator: Prism Financial Products LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Prism Financial Products LP held $1.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Debby Dailey-Davies signed Prism Financial Products LP's 2024 Form 5500 as plan administrator.

Debby Dailey-Davies — 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

Prism Financial Products LP's EIN is 81-1326349.

EIN 81-1326349

Plan number 001

Plan year 2024

ACK ID 20250715120248NAL0002880528001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prism Financial Products LP'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 PRISM FINANCIAL PRODUCTS LP.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PRISM FINANCIAL PRODUCTS LP

EIN

all filings

Address

130 WEST 42ND STREET, 23RD FLOOR · NEW YORK, NY · 10036

Phone

(646) 205-6181

Industry

Finance & Insurance

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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