Thrive Communities 401(k) Plan
Sponsored by Thrive Communities Management, Llc · EIN 473242364 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 780
- With balances
- 946
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $103,075 |
| Capfinancial Partners Llc | Investment advisory (plan) | $20,415 |
| Cbiz Mhm Llc | Accounting | $16,750 |
| Trutina Financial Llc | Investment advisory (plan) | $8,940 |