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THRIVE SUPPORT AND ADVOCACY, INC. — THRIVE SUPPORT AND ADVOCACY, INC. 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250414094725NAL0000700643001
THRIVE SUPPORT AND ADVOCACY, INC.
Form 5500-SF
FILING_RECEIVED
THRIVE SUPPORT AND ADVOCACY, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
189
Accounts w/ balance
56
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THRIVE SUPPORT AND ADVOCACY, INC.
.
Find decision makers
Plan sponsor
Name
THRIVE SUPPORT AND ADVOCACY, INC.
EIN
04-2532990
Address
65 BOSTON POST ROAD WEST · SUITE 220 · MARLBORO, MA · 01752
Phone
(508) 485-4227
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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