How big is Thrive Counseling LLC's plan?

Thrive Counseling LLC's plan reported $41.1M in assets and 2,827 participants for 2024.

Original filing (PDF)20251015135148NAL0004731809001

Thrive Counseling LLC

Name: Thrive Counseling LLC — Thriveworks 401(k) Plan, Form 5500 (2024)
Creator: Thrive Counseling LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Thriveworks 401(k) Plan

401(k) retirement plan · Thrive Counseling LLC's Thriveworks 401(k) Plan held $41.1M in plan assets for 2,827 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Late participant contributions

Active participants

2,827

Accounts w/ balance

3,933

Plan assets (EOY)

$41.1M

Net assets (EOY)

$41.1M

People on this filing

Wendi Newton signed Thrive Counseling LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thrive Counseling LLC's EIN is 26-3447487.

EIN 26-3447487

Plan number 001

Plan year 2024

ACK ID 20251015135148NAL0004731809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thrive Counseling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thrive Counseling LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THRIVE COUNSELING LLC.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

THRIVE COUNSELING LLC

EIN

all filings

Address

1000 JEFFERSON STREET, SUITE 2C · LYNCHBURG, VA · 24504

Phone

(617) 454-4960

Industry

Health Care & Social Assistance

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES, LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	RECORDKEEPER	$251K	—

Investments

37 direct securities· $41.1M(100% of reported assets)

Mutual Funds

$38.1M

34 holdings

Common Collective Trusts

$2.6M

2 holdings

Bonds / Notes

$368K

1 holding

					% of plan
Vanguard Target Retirement 2055 Fund	Mutual Funds	—	—	$7.0M	16.9%
Vanguard Target Retirement 2050 Fund	Mutual Funds	—	—	$6.0M	14.6%
Vanguard Target Retirement 2045 Fund	Mutual Funds	—	—	$4.7M	11.4%
Vanguard Target Retirement 2040 Fund	Mutual Funds	—	—	$4.5M	10.8%
Vanguard Target Retirement 2060 Fund	Mutual Funds	—	—	$3.5M	8.5%
Vanguard Target Retirement 2035 Fund	Mutual Funds	—	—	$3.1M	7.5%
Vanguard Target Retirement 2030 Fund	Mutual Funds	—	—	$2.6M	6.3%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$1.7M	4.2%
Vanguard Target Retirement 2025 Fund	Mutual Funds	—	—	$1.5M	3.6%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$928K	2.3%
Vanguard Total Stock Market Index Admiral	Common Collective Trusts	—	—	$893K	2.2%
Vanguard Target Retirement 2020 Fund	Mutual Funds	—	—	$628K	1.5%
Vanguard Target Retirement 2065 Fund	Mutual Funds	—	—	$553K	1.3%
Vanguard Cash Reserves Federal Money Market Admiral	Mutual Funds	—	—	$552K	1.3%
Participants Participant Loans With Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$368K	0.9%
Vanguard Mid-Cap Growth Index Admiral	Mutual Funds	—	—	$367K	0.9%
Vanguard Target Retirement Income Fund	Mutual Funds	—	—	$321K	0.8%
Vanguard Total International Stock Index Admiral	Mutual Funds	—	—	$207K	0.5%
Vanguard Value Index Admiral	Mutual Funds	—	—	$195K	0.5%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$191K	0.5%
Vanguard Balanced Index Admiral	Mutual Funds	—	—	$165K	0.4%
Vanguard Emerging Markets Stock Index Admiral	Mutual Funds	—	—	$146K	0.4%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$141K	0.3%
Vanguard Long-Term Treasury Index Admiral	Mutual Funds	—	—	$127K	0.3%
Vanguard Small-Cap Growth Index Admiral	Mutual Funds	—	—	$126K	0.3%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$117K	0.3%
Vanguard Small-Cap Index Admiral	Mutual Funds	—	—	$105K	0.3%
Vanguard Small-Cap Value Index Admiral	Mutual Funds	—	—	$81K	0.2%
Vanguard Short-Term Bond Index Admiral	Mutual Funds	—	—	$77K	0.2%
Vanguard Inflation-Protected Securities Admiral	Mutual Funds	—	—	$64K	0.2%
Vanguard Total International Bond Index Admiral	Mutual Funds	—	—	$53K	0.1%
Vanguard Mid-Cap Value Index Admiral	Mutual Funds	—	—	$50K	0.1%
Vanguard Long-Term Treasury Admiral	Mutual Funds	—	—	$41K	<0.1%
Vanguard Short-Term Treasury Admiral	Mutual Funds	—	—	$32K	<0.1%
Vanguard Short-Term Inflation-Protected Securities Index Admiral	Mutual Funds	—	—	$26K	<0.1%
Vanguard Short-Term Federal Admiral	Mutual Funds	—	—	$25K	<0.1%
Vanguard Target Retirement 2070 Fund	Mutual Funds	—	—	$20K	<0.1%