Thrive Peo 401(K) Plan — Form 5500 plan (Thrive Partners, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Thrive Peo 401(K) Plan is a benefit plan reported by Thrive Partners, LLC under EIN 84-4818583 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $18,794,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thrive Partners, LLC
- EIN
- 84-4818583
- Plan number
- 001
- Plan type
- 3
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 592
- End-of-year plan assets
- $18,794,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 592 | H, C | 20241011145139NAL0012629875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,794,039
- Net assets (EOY)
- $18,794,039
- Net assets (BOY)
- $14,721,539
Income & contributions
- Employer contributions
- $578,307
- Participant contributions
- $1,316,840
- Total contributions
- $2,278,498
- Total income / additions
- $4,684,440
Expenses & distributions
- Benefits paid
- $2,375,058
- Administrative expenses
- $155,595
- Total expenses
- $2,558,432
- Net increase / (decrease)
- $2,126,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $74,430 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISORY | $68,633 | $0 | 2023 |
| Nova 401(K) Associates Lp | RECORDKEEPER | $20,277 | $713 | 2023 |
| Grant Millman & Johnson Pc | AUDITOR | $16,900 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thrive Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Transamerica Life Insurance Company — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation
- Grant Millman & Johnson Pc — Schedule C compensation