Prelude Advisors LLC
California
Registered In
11/04/2016
Incorp. Date
Company Summary
Prelude Advisors LLC at One Ferry Building Suite 300, San Francisco, Ca 94111 lists Nathaniel Simons and Laura Baxter-Simons of San Francisco, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Paracorp Incorporated
Registered 1505 Agent
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2804 GATEWAY OAKS DR # 100, SACRAMENTO, CA 95833
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Nathaniel Simons
Manager
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ONE FERRY BUILDING STE 300, SAN FRANCISCO, CA 94111
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Laura Baxter-Simons
Manager
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ONE FERRY BUILDING STE 300, SAN FRANCISCO, CA 94111
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Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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ONE FERRY BUILDING SUITE 300, SAN FRANCISCO, CA 94111
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Prelude Advisors LLC
Form 5500
PRELUDE ADVISORS LLC
One Ferry Building Suite 300, San Francisco, Ca 94111 (415) 729-1258 EIN:37-1841617 Plan Admin:Helga Hernandez| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY10 / 12 Assets BOY/EOY$3,352,644 / $4,298,486 | 2023 | PRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 10 / 12 | $3,352,644 / $4,298,486 |
| 2022 | Plan NamePRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$3,462,727 / $3,352,644 | 2022 | PRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 8 / 10 | $3,462,727 / $3,352,644 |
| 2021 | Plan NamePRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$2,809,993 / $3,462,727 | 2021 | PRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 7 / 8 | $2,809,993 / $3,462,727 |
| 2020 | Plan NamePRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,289,521 / $2,809,993 | 2020 | PRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 7 / 7 | $2,289,521 / $2,809,993 |
| 2019 | Plan NamePRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,720,232 / $2,289,521 | 2019 | PRELUDE ADVISORS LLC 401(K) RETIREMENT PLAN - Plan #001 | 6 / 7 | $1,720,232 / $2,289,521 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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