AUMdb

Thrive Behavioral Health Inc. Pension Plan

Sponsored by Thrive Behavioral Health Inc. · EIN 510189278 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
301
With balances
425

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $43,893
Captial Wealth Management, Inc. Recordkeeping, Trustee (institutional), Other services $40,731
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0