How big is Prospect Ridge Advisors, LLC's plan?

Prospect Ridge Advisors, LLC's plan reported $8.3M in assets and 42 participants for 2024.

Original filing (PDF)20250603093504NAL0018221936001

Prospect Ridge Advisors, LLC

Name: Prospect Ridge Advisors, LLC — Prospect Ridge 401(k), Form 5500 (2024)
Creator: Prospect Ridge Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prospect Ridge 401(k) Plan

401(k) retirement plan · Prospect Ridge Advisors, LLC's Prospect Ridge 401(k) Plan held $8.3M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

AMY Boyle signed Prospect Ridge Advisors, LLC's 2024 Form 5500 as plan administrator.

AMY Boyle — 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

Prospect Ridge Advisors, LLC's EIN is 83-1734054.

EIN 83-1734054

Plan number 001

Plan year 2024

ACK ID 20250603093504NAL0018221936001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prospect Ridge Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROSPECT RIDGE 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