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  1. Companies/
  2. Prossimo Advisors, LLC

Filings through Oct 24, 2026.

Prossimo Advisors, LLC

EIN 82-1958694-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$4.1M assets
Health & Benefits
0
Participants
3
1150 OSOS ST., SUITE 208 - SAN LUIS OBISPO, CA 93401805-542-2800
Plans on this EIN
1 filing
#001401(k)-$4.1M - 3 part

Plan summaries

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

Retirement#001

PROSSIMO ADVISORS, LLC 401(K) PLAN

401(k)

Assets$4.1M
Participants3
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
#001PROSSIMO ADVISORS, LLC 401(K) PLAN401(k)$4.1M32025
  • PROSSIMO ADVISORS, LLC 401(K) PLAN$4.1M
    #001 · 401(k) · 20253
Retirement plans
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