OpenERISA

Prizm Financial Advisors, INC.

Wheaton, IL, 60189

EIN 36-4394923
Plans
2
Total participants
82
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in IllinoisFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Prizm Financial Advisors, INC. 401(K) Profit Sharing Plan10
2025Form 5500-SF002Prizm Financial Advisors, INC. Cash Balance Pension Plan7
2024Form 5500-SF001Prizm Financial Advisors, INC. 401(K) Profit Sharing Plan8
2024Form 5500-SF002Prizm Financial Advisors, INC. Cash Balance Pension Plan7
2023Form 5500-SF001Prizm Financial Advisors, INC. 401(K) Profit Sharing Plan8
2023Form 5500-SF002Prizm Financial Advisors, INC. Cash Balance Pension Plan3
2022Form 5500-SF001Prizm Financial Advisors, INC. 401(K) Profit Sharing Plan9
2022Form 5500-SF002Prizm Financial Advisors, INC. Cash Balance Pension Plan4
2021Form 5500-SF001Prizm Financial Advisors, INC. 401(K) Profit Sharing Plan9
2021Form 5500-SF002Prizm Financial Advisors, INC. Cash Balance Pension Plan4
2020Form 5500-SF001Prizm Financial Advisors, INC. 401(K) Profit Sharing Plan9
2020Form 5500-SF002Prizm Financial Advisors, INC. Cash Balance Pension Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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