Sponsor portfolio
PRISM PLANNING PARTNERS LLC
EIN 82-2867919financial servicesLatest filing 2025
Plans
1
Retirement
1
$440K assets
Welfare
0
Participants
5
321 S. MILWAUKEE AVE - LIBERTYVILLE, IL 60048847-250-9870prismplanningpartners.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 | |
|---|---|---|---|---|---|---|
| 020 | TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN | 401k | $440K | 5 | 2025 |
Retirement plans