Prudent Street Financial Advisors
Brentwood, TN
Prudent Street Financial Advisors of Brentwood, TN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $103,817 in reported broker commissions (plan year 2025).
Quick answer
Prudent Street Financial Advisors (Brentwood, TN) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Prudent Street Financial Advisors have?
- Prudent Street Financial Advisors is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Prudent Street Financial Advisors's largest employer clients?
- By plan participants, the largest include The Surgical Clinic, P.L.L.C. (179 participants) and John W. Mcdougall Co., Inc. (155 participants).
- How much does Prudent Street Financial Advisors earn in commissions?
- Insurers reported $103,817 in broker commissions and $12,735 in fees paid to Prudent Street Financial Advisors for plan year 2025, per Schedule A Part 1.
- Where is Prudent Street Financial Advisors located?
- Prudent Street Financial Advisors is based in Brentwood, TN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Prudent Street Financial Advisors on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The Surgical Clinic, P.L.L.C. | TN | 179 | 2024-12-31 |
| John W. Mcdougall Co., Inc. | TN | 155 | 2022-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.