How big is Prosperity Wealth Advisors LLC's plan?

Prosperity Wealth Advisors LLC's plan reported $599K in assets and 14 participants for 2024.

Original filing (PDF)20250702153141NAL0007379091001

Prosperity Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Prosperity Wealth Advisors LLC 401(k) PS Plan

401(k) retirement plan · Prosperity Wealth Advisors LLC's Prosperity Wealth Advisors LLC 401(k) PS Plan held $599K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$599K

Net assets (EOY)

$599K

People on this filing

Kristin St Clair signed Prosperity Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Kristin St Clair — 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

Prosperity Wealth Advisors LLC's EIN is 87-3015423.

EIN 87-3015423

Plan number 001

Plan year 2024

ACK ID 20250702153141NAL0007379091001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prosperity Wealth 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 PROSPERITY WEALTH 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