Sponsor portfolio

PROSPERITY ADVISORS, LLC

EIN 82-4840449investment managementLatest filing 2025

Plans

Retirement

$8.9M assets

Welfare

Participants

10955 LOWELL AVENUE, SUITE 900 - OVERLAND PARK, KS 66210913-428-8484prosperityadvisors.comLinkedIn51-200 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$8.9M - 78 part

Plan deep-dives

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Retirement#001

PROSPERITY ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$8.9M

Participants78

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	PROSPERITY ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND TRUST	401k	$8.9M	78	2025

Retirement plans