Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002056037-25-000004
Filing Date
2025-02-13
Accepted
2025-02-13 12:27:43
Documents
2
Period of Report
2024-09-30
Effectiveness Date
2025-02-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2073
2 prs3q24.html INFORMATION TABLE  
2 prs3q24.xml INFORMATION TABLE 42608
  Complete submission text file 0002056037-25-000004.txt   45916
Mailing Address 105 MONTGOMERY AVE. SUITE 1053 LANSDALE PA 19446
Business Address 105 MONTGOMERY AVE. SUITE 1053 LANSDALE PA 19446 215-997-5700
Prepared Retirement Institute LLC (Filer) CIK: 0002056037 (see all company filings)

EIN.: 850910188 | State of Incorp.: PA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-25040 | Film No.: 25618624