Thrive Operations, Llc 401(k) Plan
Sponsored by Thrive Operations, Llc · EIN 814498230 · Plan #001
- Total assets
- $55.0M
- Net assets
- $55.0M
- Active participants
- 849
- With balances
- 751
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan) | $117,221 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $87,624 |
| Compass 360 | Accounting, Investment advisory (plan) | $21,041 |