Plan Snapshot
- Plan Sponsor: Prism Advisory Group, L.L.C.
- Sponsor EIN: 201516057
- Sponsor Address: 4 CAUFIELD PLACE - SUITE 102, NEWTOWN, PA, 18940
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.6M | $23,956 | $87,728 |
| 2023 | 4 | $1.3M | $29,700 | $80,053 |
| 2022 | 4 | $1.4M | $94,357 | $78,558 |