Department of Labor filing

PROSPERITY SERVICE GROUP, LLC

PROSPERITY SERVICE GROUP, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

44filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$4,319

Reported employer contributions per active participant.

Higher than about 61% of comparable plans

#People in the filing

325

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$497 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 6% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202444out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions61st percentileTypical peer $3,340 · based on 500 comparable plans

Lower reported administrative expense6th percentileTypical peer $164 · based on 494 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PROSPERITY SERVICE GROUP, LLC reported $1,403,710 in employer contributions across the plan and 325 active participants. That works out to $4,319 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 41.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 188.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context44/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,403,710
Participant contributions: $3,146,057
Other contributions: $2,190,656
Employer share of reported contributions: 30.9%
Beginning assets: $43,084,343
Ending assets: $51,476,779
Ending net assets: $51,476,779
Ending liabilities: $0
Total income: $13,664,119
Total expenses: $5,271,683
Administrative expenses: $196,143
Participant loans: $411,391

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$7,356

2023

$4,265

2024

$4,319

Plan-paid administrative expenses per participant

2022

$172

2023

$119

2024

$497

Active participants

2022

262

2023

295

2024

325

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,319	325	51.5M	20251013093752NAL0000945009001
2023	$4,265	295	43.1M	20241014104801NAL0044211664001
2022	$7,356	262	38.2M	20231005125256NAL0013498563001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.8%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 352491143-006

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1972
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2J2K2S2T2F3D2G3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251013093752NAL0000945009001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗