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PRISM ADVISORY GROUP, LLC

EIN 20-1516057-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
4
4 CAUFIELD PLACE - SUITE 102 - NEWTOWN, PA 18940215-579-0966LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.8M - 4 part

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Retirement#001

PRISM ADVISORY GROUP, LLC 401(K) PLAN

401k

Assets$1.8M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRISM ADVISORY GROUP, LLC 401(K) PLAN401k$1.8M42025
Retirement plans
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