P 401(k) Plan Report

Stable plan record

PRIZM FINANCIAL ADVISORS, INC. 401(K) PROFIT SHARING PLAN

Sponsored by PRIZM FINANCIAL ADVISORS, INC. · EIN/PN 364394923-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,367
Administrative cost per participant
2025
$10
Active participants
2025
10
Total plan assets
2025
$2,734,660
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260226110346NAL000402408100110$4,367
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.