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PROSPECTIVE ADVISORS, LLC

EIN 88-1189842-financial services-Latest filing 2025
Plans
1
Retirement
1
$403K assets
Welfare
0
Participants
3
2549 SILVER CLOUD CT - PARK CITY, UT 840607068415-987-2404prospectiveadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001TraditionalDB-$403K - 3 part

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Retirement#001

PROSPECTIVE ADVISORS DEFINED BENEFIT PENSION PLAN & TRUST

TraditionalDB

Assets$403K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROSPECTIVE ADVISORS DEFINED BENEFIT PENSION PLAN & TRUSTTraditionalDB$403K32025
Retirement plans
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