Sponsor portfolio
PROSPERO WEALTH ADVISORS LLC
EIN 46-4464470financial servicesLatest filing 2024
Plans
1
Retirement
1
$821K assets
Welfare
0
Participants
5
925 HIGHLAND POINTE DRIVE SUITE 190 - ROSEVILLE, CA 95678916-740-2404prosperoadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROSPERO WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN | 401k | $821K | 5 | 2024 |
Retirement plans