How big is Prism Planning Partners LLC's plan?

Prism Planning Partners LLC's plan reported $535K in assets and 28 participants for 2024.

Original filing (PDF)20250711074007NAL0006097569001

Prism Planning Partners LLC

Name: Prism Planning Partners LLC — TPC Qualified Plans, Form 5500 (2024)
Creator: Prism Planning Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TPC Qualified Plans LLC Retirement Savings Plan

401(k) retirement plan · Prism Planning Partners LLC's TPC Qualified Plans LLC Retirement Savings Plan held $535K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

People on this filing

Melissa Versnik signed Prism Planning Partners LLC's 2024 Form 5500 as plan administrator.

Melissa Versnik — 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 Planning Partners LLC's EIN is 81-2609722.

EIN 81-2609722

Plan number 020

Plan year 2024

ACK ID 20250711074007NAL0006097569001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prism Planning Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRISM PLANNING PARTNERS LLC.

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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. 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