Thrive Companies 401(k) Plan
Sponsored by Thrive Companies · EIN 263039980 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 151
- With balances
- 148
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meyers Wealth Management, Llc CRD 289801 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meyers Wealth Management | Investment management | $18,028 |
| North American Ktrade Alliance, Llc | Shareholder servicing fees, Recordkeeping fees | $12,393 |
| Latitude Service Company, Inc | Recordkeeping, Other services | $5,850 |