Thrive Companies' EIN is 26-3039980.
Download the official 2024 Form 5500 (PDF) for Thrive Companies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thrive Companies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEYERS WEALTH MANAGEMENT | 82-2373663 | COLUMBUS, OH | NONE | $18K | — |
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | NONE | $12K | — |
| LATITUDE SERVICE COMPANY, INC | — | PLYMOUTH, IN | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Admiral | Mutual Funds | — | — | $1.4M | 31.4% | |
| Vanguard Total Stock Mkt Idx Admiral | Common Collective Trusts | — | — | $587K | 13.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $510K | 11.4% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $465K | 10.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $251K | 5.6% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $222K | 5.0% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $197K | 4.4% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $177K | 4.0% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $173K | 3.9% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $126K | 2.8% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $63K | 1.4% | |
| Vanguard International Grow th Admiral | Mutual Funds | — | — | $59K | 1.3% | |
| Dodge & Cox Income Class I | Mutual Funds | — | — | $48K | 1.1% | |
| Cash & Cash Equivalents Cash | Cash / Money Market | — | — | $44K | 1.0% | |
| Vanguard High-Yield Corporate Admiral | Mutual Funds | — | — | $30K | 0.7% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $22K | 0.5% | |
| various maturity dates through 2029 | Other securities | — | — | $20K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
