Sponsor portfolio
PROSPERITY WEALTH MANAGEMENT
EIN 81-5273073Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$278K assets
Welfare
0
Participants
3
PO BOX 85 - FAIR HAVEN, VT 057430085802-773-6500
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 | PROSPERITY WEALTH MANAGEMENT 401K | OtherDC | $278K | 3 | 2025 |
Retirement plans