Original filing (PDF)20250417220744NAL0002087121049

PRISM PLANNING AND SOLUTIONS GROUP, LLC

Name: PRISM PLANNING AND SOLUTIONS GROUP, LLC — PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PRISM PLANNING AND SOLUTIONS GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$92K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRISM PLANNING AND SOLUTIONS GROUP, LLC.

Plan sponsor

Name

PRISM PLANNING AND SOLUTIONS GROUP, LLC

EIN

85-3391048all filings

Address

777 WESTCHESTER AVENUE · SUITE 101 · WHITE PLAINS, NY · 10604

Phone

(914) 831-3050

Industry

Finance & Insurancesee all

Plan administrator