How big is Prevail Strategies LLC's plan?

Prevail Strategies LLC's plan reported $1.2M in assets and 31 participants for 2024.

Original filing (PDF)20251013164702NAL0001727937001

Prevail Strategies LLC

Name: Prevail Strategies LLC — Prevail Strategies, LLC, Form 5500 (2024)
Creator: Prevail Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prevail Strategies, LLC 401(k) Plan

401(k) retirement plan · Prevail Strategies LLC's Prevail Strategies, LLC 401(k) Plan held $1.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Marcia Vanderwal signed Prevail Strategies LLC's 2024 Form 5500 as plan administrator.

Marcia Vanderwal — 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

Prevail Strategies LLC's EIN is 82-1704801.

EIN 82-1704801

Plan number 001

Plan year 2024

ACK ID 20251013164702NAL0001727937001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prevail Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PREVAIL STRATEGIES LLC.

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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