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  2. Prism Financial Strategies, LLC

Filings through Oct 24, 2026.

Prism Financial Strategies, LLC

EIN 82-1856137-financial services-Latest filing 2025
Plans
1
Retirement
1
$88K assets
Health & Benefits
0
Participants
2
ONE CHERRY CENTER, 501 S. CHERRY STREET, SUITE 510 - DENVER, CO 80246720-458-6842prismfinancialstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$88K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN

401(k)

Assets$88K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN401(k)$88K22025
  • PRISM FINANCIAL STRATEGIES, LLC SAFE HARBOR 401(K) PLAN$88K
    #001 · 401(k) · 20252
Retirement plans
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