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Filings through Oct 24, 2026.

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Prism Planning and Solutions Group, LLC

EIN 85-3391048-financial services-Latest filing 2025
Plans
1
Retirement
1
$144K assets
Welfare
0
Participants
6
777 WESTCHESTER AVENUE, SUITE 101 - WHITE PLAINS, NY 10604914-831-3050ppsgrp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$144K - 6 part

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Retirement#001

PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN

401(k)

Assets$144K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRISM PLANNING AND SOLUTIONS GROUP, LLC 401(K) PLAN401(k)$144K62025
Retirement plans
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