# Prosperity Now 403(b) Plan
Source: https://planprovider.pro/companies/prosperity-now-403b-plan

> Prosperity Now's 403(b) plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Prosperity Now

- **Sponsor EIN:** 521141804

- **Sponsor Address:** 1200 G STREET NW SUITE 400, WASHINGTON, DC, 200053832

- **Plan Type:** 403(b)

- **Total Participants:** 22

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|22|$7.3M|$292,885|$464,276|

| 2023|63|$8.0M|$446,260|$712,353|

| 2022|72|$6.5M|$436,640|$685,692|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GELMAN ROSENBERG & FREEDMAN|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,740|—|$38,740|—|—|

| 2023|$47,316|—|$47,316|—|—|

| 2022|$42,621|—|$42,621|—|—|

## Similar Plans

- [Computer & Communications Industry Association](https://planprovider.pro/companies/computer-communications-industry-assoc-401k-plan) — 22 participants

- [School For Friends](https://planprovider.pro/companies/school-for-friends-plan) — 22 participants

- [Sustainable Forestry Initiative, INC.](https://planprovider.pro/companies/sustainable-forestry-initiative-inc-401k-plan) — 22 participants

- [American Financial Services Association](https://planprovider.pro/companies/american-financial-services-association-401k-plan) — 22 participants

- [Public Affairs Council](https://planprovider.pro/companies/public-affairs-council-401k-plan) — 22 participants

- [The Council For Responsible Nutrition](https://planprovider.pro/companies/the-council-for-responsible-nutrition-plan) — 19 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/prosperity-now-403b-plan)

© 2026 PlanProvider.Pro