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

Prospect Partners Advisors, LLC's plan reported $1.0M in assets and 16 participants for 2025.

Original filing (PDF)20260420133159NAL0002294336001

Prospect Partners Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Prospect Partners 401(k) Plan

401(k) retirement plan · Prospect Partners Advisors, LLC's Prospect Partners 401(k) Plan held $1.0M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kyle Thomas signed Prospect Partners Advisors, LLC's 2025 Form 5500 as plan administrator.

Kyle Thomas — 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 Partners Advisors, LLC's EIN is 87-3364445.

EIN 87-3364445

Plan number 001

Plan year 2025

ACK ID 20260420133159NAL0002294336001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Prospect Partners Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Prospect Partners Advisors, LLC's plan includes automatic enrollment, 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 PARTNERS ADVISORS, LLC.

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Plan health score

Above-average plan

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