How big is Prosperity Wealth Management's plan?

Prosperity Wealth Management's plan reported $278K in assets and 3 participants for 2025.

Original filing (PDF)20260120083917NAL0003234816001

Prosperity Wealth Management

Name: Prosperity Wealth Management — Prosperity Wealth, Form 5500 (2025)
Creator: Prosperity Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prosperity Wealth Management 401(k)

Defined-contribution retirement plan · Prosperity Wealth Management's Prosperity Wealth Management 401(k) held $278K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

People on this filing

Collin Fingon signed Prosperity Wealth Management's 2025 Form 5500 as plan administrator.

Collin Fingon — 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 Wealth Management's EIN is 81-5273073.

EIN 81-5273073

Plan number 001

Plan year 2025

ACK ID 20260120083917NAL0003234816001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Prosperity Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Decision-maker contacts

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

Finding similar companies…

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