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PRUDENT PROSPERA PLANNING, INC.

EIN 27-1609236-investment management-Latest filing 2025
Plans
1
Retirement
1
$20K assets
Welfare
0
Participants
3
3768 PIMLICO DRIVE - PLEASANTON, CA 94588925-523-3459prudentprospera.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$20K - 3 part

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Retirement#001

PRUDENT PROSPERA PLANNING, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$20K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRUDENT PROSPERA PLANNING, INC. 401(K) PROFIT SHARING PLAN401k$20K32025
Retirement plans
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