# Prism Advisory Group, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/prism-advisory-group-l-l-c-401k-plan

> Prism Advisory Group, L.L.C.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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