AUMdb

Thrive Together, Llc 401(k) Profit Sharing Plan

Sponsored by Sasnak Management Corporation · EIN 480851041 · Plan #001

Total assets
$15.3M
Net assets
$15.3M
Active participants
1,122
With balances
417

Plan year beginning 01/01/2024 · 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 $61,812
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Mesirow Financial Investment Manage Participant loan processing, Direct payment from the plan $0
Morgan Stanley Smith Barney Llc Other services, Other fees $0