Thrive Peo 401(k) Plan
Sponsored by Thrive Partners, Llc · EIN 844818583 · Plan #001
- Total assets
- $55.0M
- Net assets
- $55.0M
- Active participants
- 675
- With balances
- 803
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Relation Wealth Management, Inc. CRD 329961 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $130,778 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $60,768 |
| Relation Wealth Management Inc | Investment advisory (plan) | $48,103 |
| Nova 401(k) Associates Lp | Recordkeeping, Participant loan processing, Recordkeeping fees | $34,785 |
| Grant Millman & Johnson Pc | Accounting | $20,125 |