Michael Connolly signed Thryv Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thryv Holdings Inc.'s EIN is 13-2740040.
Download the official 2024 Form 5500 (PDF) for Thryv Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thryv Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $208K |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| COOK STREET CONSULTING | 84-0854432 | — | CONSULTANT | $88K | — |
| MSIIA DBA COOK STREET | 11-3658445 | — | CONSULTANT | $30K | — |
| RETIREMENT PLAN ADVISOR SEARCH | 81-2594242 | — | CONSULTANT | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE HORWATH LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POYNER SPRUILL LLC | 56-1493995 | — | ATTORNEY/LEGAL | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $173.7M | 20.7% | |
| Harbor Capital Appreciation Institutional | Mutual Funds | — | — | $58.3M | 6.9% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $58.1M | 6.9% | |
| BlackRock Inst Trust Company, N.A. BTC Extended Equity Market Index T | Common Stocks | — | — | $57.8M | 6.9% | |
| BTC EXTND EQ MKT IDX BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3859614 / PN 001 | Common Collective Trust | — | — | $57.8M | 6.9% | |
| FID FRDM BLND 2030 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $54.6M | 6.5% | |
| FID FRDM BLND 2035 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $52.0M | 6.2% | |
| FID FRDM BLND 2040 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $47.0M | 5.6% | |
| FID FRDM BLND 2025 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $40.1M | 4.8% | |
| FID FRDM BLND 2045 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $39.2M | 4.7% | |
| FID FRDM BLND 2050 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $28.8M | 3.4% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $25.6M | 3.0% | |
| Fidelity Investments Total International Index | Mutual Funds | — | — | $22.6M | 2.7% | |
| Invesco Growth & Income R6 | Mutual Funds | — | — | $21.8M | 2.6% | |
| Hood River Capital Small Cap Growth Retirement | Other securities | — | — | $19.0M | 2.3% | |
| SEI Trust Company MetWest Total Return Bond D | Common Stocks | — | — | $16.7M | 2.0% | |
| METWEST TOT RTN BD D SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $16.7M | 2.0% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $16.0M | 1.9% | |
| FID FRDM BLND 2020 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $15.5M | 1.8% | |
| FID FRDM BLND 2055 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $14.7M | 1.7% | |
| MFS International Value R6 | Mutual Funds | — | — | $12.4M | 1.5% | |
| FID FRDM BLND 2060 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $9.6M | 1.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $9.2M | 1.1% | |
| FID FRDM BLND 2015 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $9.1M | 1.1% | |
| Notes Receivable * Notes receivable from participants Maturing at various dates through 2032, with interest rates of 4.00% to 10.50% - | Bonds / Notes | — | — | $7.1M | 0.8% | |
| Victory S SMCO OP R6 | Other securities | — | — | $6.4M | 0.8% | |
| FID FRDM BLEND INC S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $6.3M | 0.7% | |
| T. Rowe Price High Yield Institutional | Other securities | — | — | $5.9M | 0.7% | |
| Vanguard Inflation Protected Institutional | Mutual Funds | — | — | $3.9M | 0.5% | |
| Vanguard ST Bond Index Admiral | U.S. Treasuries | — | — | $3.6M | 0.4% | |
| Dimensional Fund Advisors Global Real Estate | Mutual Funds | — | — | $2.3M | 0.3% | |
| FID FRDM BLND 2065 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $2.0M | 0.2% | |
| Vanguard Total International Bond Index Admiral | Mutual Funds | — | — | $1.2M | 0.1% | |
| FID FRDM BLND 2010 S FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $131K | <0.1% | |
| FID FRDM BLND 2005 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
