PRISM ONE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN (002)
401(k) retirement plan
Active participants
61
Accounts w/ balance
56
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score
79
/ 100
Grade B
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
25
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRISM ONE SOLUTIONS, LLC.
Plan sponsor
Name
PRISM ONE SOLUTIONS, LLC
EIN
92-1007649
Address
6602 OWENS DRIVE · PLEASANTON, CA · 94588
Phone
(925) 292-8900
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
