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Original filing (PDF)20251015135231NAL0004734385001
THRIVE SENIOR LIVING LLC
Form 5500
FILING_RECEIVED
THRIVE SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
677
Accounts w/ balance
254
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THRIVE SENIOR LIVING LLC.
Plan sponsor
Name
THRIVE SENIOR LIVING LLC
EIN
27-0448599
Address
3280 PEACHTREE ROAD SUITE 750 · ATLANTA, GA · 30305
Phone
(404) 890-7988
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLACK & PINCKARD LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | — | ROCHESTER, NY | RECORDKEEPER | $10K | — |
Investments
30 direct securities· $4.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| International Index Fund Mutual fund 620 Large Cap Growth Index Fund Mutual fund | — | — | — | $853K | 21.5% | |
| GNMA Fund Mutual fund 48 Short-Term Inflation-Protected Securities Index Fund Mutual fund 48 Wellington Fund Mutual fund | — | — | — | $849K | 21.4% | |
| 2050 Fund Mutual fund | — | — | — | $404K | 10.2% | |
| 2060 Fund Mutual fund | — | — | — | $305K | 7.7% | |
| Multi-Asset Index Fund Mutual fund | — | — | — | $297K | 7.5% | |
| 2045 Fund Mutual fund | — | — | — | $193K | 4.9% | |
| 2030 Fund Mutual fund | — | — | — | $191K | 4.8% | |
| 2035 Fund Mutual fund | — | — | — | $145K | 3.7% | |
| Explorer Fund Mutual fund | — | — | — | $107K | 2.7% | |
| 2040 Fund Mutual fund | — | — | — | $95K | 2.4% | |
| Federal Money Market Fund Mutual fund | — | — | — | $76K | 1.9% | |
| Northern Global Sustainability Index Fund Mutual fund | — | — | — | $64K | 1.6% | |
| Participant loans Interest rates range from 5.25% - 10.50% | — | — | — | $47K | 1.2% | |
| JPMorgan Investor Growth Fund Mutual fund | — | — | — | $46K | 1.2% | |
| Mid Cap Growth Index Fund Mutual fund | — | — | — | $44K | 1.1% | |
| 500 Index Fund Mutual fund | — | — | — | $43K | 1.1% | |
| 2025 Fund Mutual fund | — | — | — | $34K | 0.9% | |
| 2055 Fund Mutual fund | — | — | — | $30K | 0.8% | |
| U.S. Vector Equity Portfolio Mutual fund 599 U.S. Targeted Value Portfolio Mutual fund | — | — | — | $29K | 0.7% | |
| 2020 Fund Mutual fund | — | — | — | $25K | 0.6% | |
| American High-Income Trust Mutual fund | — | — | — | $22K | 0.6% | |
| Windsor II Fund Mutual fund | — | — | — | $17K | 0.4% | |
| Retirement Income Fund Mutual fund | — | — | — | $15K | 0.4% | |
| Global Allocation 25/75 Portfolio Mutual fund | — | — | — | $10K | 0.3% | |
| U.S. Small Cap Portfolio Mutual fund | — | — | — | $6K | 0.1% | |
| Investment-Grade Portfolio Mutual fund | — | — | — | $4K | 0.1% | |
| International Value Portfolio Mutual fund | — | — | — | $3K | <0.1% | |
| 2015 Fund Mutual fund | — | — | — | $2K | <0.1% | |
| 2010 Fund Mutual fund | — | — | — | $2K | <0.1% | |
| International Large Cap Growth Portfolio Mutual fund | — | — | — | $2K | <0.1% |
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