How big is Thrive Financial Services, LLC's plan?

Thrive Financial Services, LLC's plan reported $1.2M in assets and 30 participants for 2024.

Original filing (PDF)20250714160040NAL0001263841001

Thrive Financial Services, LLC

Name: Thrive Financial Services, LLC — Thrive Financial, Form 5500 (2024)
Creator: Thrive Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thrive Financial Savings Plan

401(k) retirement plan · Thrive Financial Services, LLC's Thrive Financial Savings Plan held $1.2M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Thrive Financial Services, LLC's EIN is 45-0937236.

EIN 45-0937236

Plan number 001

Plan year 2024

ACK ID 20250714160040NAL0001263841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score