How big is Prosperity Advisors, LLC's plan?

Prosperity Advisors, LLC's plan reported $8.5M in assets and 74 participants for 2024.

Original filing (PDF)20251002122700NAL0001243442001

Prosperity Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Prosperity Advisors, LLC 401(k) Plan and Trust

401(k) retirement plan · Prosperity Advisors, LLC's Prosperity Advisors, LLC 401(k) Plan and Trust held $8.5M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Prosperity Advisors, LLC's EIN is 82-4840449.

EIN 82-4840449

Plan number 001

Plan year 2024

ACK ID 20251002122700NAL0001243442001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity Advisors, LLC'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 PROSPERITY ADVISORS, 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