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Original filing (PDF)20251009130556NAL0011524160001
THRIVENT FINANCIAL FOR LUTHERANS
Form 5500
FILING_RECEIVED
THRIVENT 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
6,452
Accounts w/ balance
8,978
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
1 pooled trust
Schedule D
12 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VANGUARD INSTITUTIONAL 500 INDEX TRUST" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THRIVENT FINANCIAL FOR LUTHERANS.
Plan sponsor
Name
THRIVENT FINANCIAL FOR LUTHERANS
EIN
39-0123480
Address
600 PORTLAND AVE SOUTH, SUITE 100 · MINNEAPOLIS, MN · 554154402
Phone
(612) 844-4050
Industry
Finance & Insurancesee all
Plan administrator
Name
EMPLOYEE BENEFIT ADMINISTRATION COMMITTEE
EIN
39-0123480
City
MINNEAPOLIS, MN
Phone
(612) 844-4050
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2C · Money purchase (other than target benefit)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSE COOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $168K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $54K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $4K | — |
Investments
12 direct securities · 1 pooled fund· $3.4B(100% of reported assets)
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.
Master Trust
$1.7B
1 holding
Uncategorized
$1.7B
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THRIVENT FIN'L DEF CONT PLAN TRUST THRIVENT FINANCIAL FOR LUTHERANS · EIN 39-0123480 / PN 200 | Master Trust | — | — | $1.7B | 98.7% | |
| VANGUARD INSTITUTIONAL 500 INDEX TRUST | — | — | — | $532.4M | 30.9% | |
| VANGUARD EXTENDED MARKET INDEX TRUST | — | — | — | $267.4M | 15.5% | |
| THRIVENT AGGRESSIVE ALLOCATION S | — | — | — | $209.6M | 12.2% | |
| THRIVENT MODERATE ALLOCATION S | — | — | — | $162.0M | 9.4% | |
| THRIVENT MODERATELY AGRSV ALLOCATION S | — | — | — | $126.5M | 7.3% | |
| VANGUARD TOTAL INTL STOCK INDEX TRUST | — | — | — | $102.9M | 6.0% | |
| EMPOWER SDB | — | — | — | $102.7M | 6.0% | |
| THE VANGUARD RETIREMENT SAVINGS TRST III | — | — | — | $88.7M | 5.1% | |
| THRIVENT INCOME S | — | — | — | $59.4M | 3.4% | |
| THRIVENT MODERATELY CNSRV ALLOCATION S | — | — | — | $23.0M | 1.3% | |
| BLACKROCK US DEBT INDEX NL-M | — | — | — | $13.7M | 0.8% | |
| BLACKROCK STRATEGIC COMPLETION NL M | — | — | — | $12.5M | 0.7% |