Thrivent Capital Accumulation Plan
Sponsored by Thrivent Financial For Lutherans · EIN 390123480 · Plan #008
- Total assets
- $461M
- Net assets
- $461M
- Active participants
- 1,841
- With balances
- 2,612
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $17,069 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $4,565 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Securities brokerage, Shareholder servicing fees | $2,585 |