Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002056037-25-000007
Filing Date
2025-05-02
Accepted
2025-05-01 18:39:17
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2073
2 prs1q25.html INFORMATION TABLE  
2 prs1q25.xml INFORMATION TABLE 45318
  Complete submission text file 0002056037-25-000007.txt   48619
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.: 25904955