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  2. Prosperion Financial Advisors

Filings through Oct 24, 2026.

Prosperion Financial Advisors

EIN 84-1335478-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.8M assets
Health & Benefits
0
Participants
7
8400 E. PRENTICE AVE., SUITE 1125 - GREENWOOD VILLAGE, CO 80111303-793-3202prosperion.usLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001Profit-sharing-$6.8M - 7 part

Plan summaries

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

Retirement#001

PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN

Profit-sharing

Assets$6.8M
Participants7
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
#001PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLANProfit-sharing$6.8M72025
  • PROSPERION FINANCIAL ADVISORS PROFIT SHARING PLAN$6.8M
    #001 · Profit-sharing · 20257
Retirement plans
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