How big is Prosperion Financial Advisors' plan?

Prosperion Financial Advisors' plan reported $6.8M in assets and 5 participants for 2025.

Original filing (PDF)20260121130333NAL0007052786001

Prosperion Financial Advisors

Name: Prosperion Financial Advisors — Prosperion Financial, Form 5500 (2025)
Creator: Prosperion Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prosperion Financial Advisors Profit Sharing Plan

Defined-contribution retirement plan · Prosperion Financial Advisors' Prosperion Financial Advisors Profit Sharing Plan held $6.8M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Steve Booren signed Prosperion Financial Advisors' 2025 Form 5500 as plan administrator.

Steve Booren — 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

Prosperion Financial Advisors' EIN is 84-1335478.

EIN 84-1335478

Plan number 001

Plan year 2025

ACK ID 20260121130333NAL0007052786001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Prosperion Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Prosperion Financial Advisors' plan includes profit-sharing.

Decision-maker contacts

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

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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