Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRESPER FINANCIAL ARCHITECTS, LLC
EIN 82-1249852financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
18
441 WOLF LEDGES PARKWAY, SUITE 103 - AKRON, OH 44311330-253-6000presperfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PRESPER FINANCIAL ARCHITECTS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PRESPER FINANCIAL ARCHITECTS, LLC 401(K) & PROFIT SHARING PLAN
401k
Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRESPER FINANCIAL ARCHITECTS, LLC CASH BALANCE PLAN | CashBalance | $2.5M | 7 | 2025 | |
| 001 | PRESPER FINANCIAL ARCHITECTS, LLC 401(K) & PROFIT SHARING PLAN | 401k | $2.0M | 11 | 2025 |
Retirement plans