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Original filing (PDF)20251009130831NAL0007035649001
THRIVENT FINANCIAL FOR LUTHERANS
Form 5500
FILING_RECEIVED
THRIVENT CAPITAL ACCUMULATION PLAN
Defined-contribution retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
1,841
Accounts w/ balance
2,612
Plan assets (EOY)
$460.7M
Net assets (EOY)
$460.7M
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 10 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
008
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)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 | $17K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $5K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $3K | — |
Investments
12 direct securities · 1 pooled fund· $839.4M(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
$419.7M
1 holding
Uncategorized
$419.7M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THRIVENT FIN'L DEF CONT PLAN TRUST TRIVENT FINANCIAL FOR LUTHERNS · EIN 39-0123480 / PN 200 | Master Trust | — | — | $419.7M | 91.1% | |
| VANGUARD INSTITUTIONAL 500 INDEX TRUST | — | — | — | $131.4M | 28.5% | |
| VANGUARD EXTENDED MARKET INDEX TRUST | — | — | — | $66.0M | 14.3% | |
| THRIVENT AGGRESSIVE ALLOCATION S | — | — | — | $51.7M | 11.2% | |
| THRIVENT MODERATE ALLOCATION S | — | — | — | $40.0M | 8.7% | |
| THRIVENT MODERATELY AGRSV ALLOCATION S | — | — | — | $31.2M | 6.8% | |
| VANGUARD TOTAL INTL STOCK INDEX TRUST | — | — | — | $25.4M | 5.5% | |
| EMPOWER SDB | — | — | — | $25.4M | 5.5% | |
| THE VANGUARD RETIREMENT SAVINGS TRST III | — | — | — | $21.9M | 4.8% | |
| THRIVENT INCOME S | — | — | — | $14.6M | 3.2% | |
| THRIVENT MODERATELY CNSRV ALLOCATION S | — | — | — | $5.7M | 1.2% | |
| BLACKROCK US DEBT INDEX NL-M | — | — | — | $3.4M | 0.7% | |
| BLACKROCK STRATEGIC COMPLETION NL M | — | — | — | $3.1M | 0.7% |
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