How big is Prosperity Advisory Group LLC's plan?

Prosperity Advisory Group LLC's plan reported $405K in assets and 5 participants for 2024.

Original filing (PDF)20250919120814NAL0002681360001

Prosperity Advisory Group LLC

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

Form 5500-SF

FILING_RECEIVED

Prosperity Advisory Group LLC Retirement Plan

401(k) retirement plan · Prosperity Advisory Group LLC's Prosperity Advisory Group LLC Retirement Plan held $405K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$405K

Net assets (EOY)

$405K

Plan identifiers

Prosperity Advisory Group LLC's EIN is 85-2734717.

EIN 85-2734717

Plan number 001

Plan year 2024

ACK ID 20250919120814NAL0002681360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity Advisory Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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