How big is Prossimo Advisors, LLC's plan?

Prossimo Advisors, LLC's plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20251015222417NAL0005969729001

Prossimo Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Prossimo Advisors, LLC 401(k) Plan

401(k) retirement plan · Prossimo Advisors, LLC's Prossimo Advisors, LLC 401(k) Plan held $3.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Prossimo Advisors, LLC's EIN is 82-1958694.

EIN 82-1958694

Plan number 001

Plan year 2024

ACK ID 20251015222417NAL0005969729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prossimo Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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