Back to filter
Original filing (PDF)20251015080244NAL0002003235001
THRIVE BEHAVIORAL HEALTH, LLC
Form 5500
FILING_RECEIVED
THRIVE BEHAVIORAL HEALTH, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~108 bps in Sched C fees
Active participants
357
Accounts w/ balance
167
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 108 bps in Schedule C fees — 108% above peer band of 52 bps.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THRIVE BEHAVIORAL HEALTH, LLC.
Plan sponsor
Name
THRIVE BEHAVIORAL HEALTH, LLC
EIN
45-5559101
Address
9627 PHILADELPHIA ROAD · SUITE 160 · ROSEDALE, MD · 21237
Phone
(410) 780-4320
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)
Audit & trust (Schedule H)
Auditor
GRANDIZIO, WILKINS, LITTLE AND MATT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTIAL BANK AND TRUST | 95-6817943 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISOR | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POLLARD & ASSOCIATES, INC. | 52-0909772 | — | CONTRACT ADMIN | $37K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GWLM, LLP | 52-2334868 | — | INDEPENDENT AUDITOR | $13K | — |
Investments
31 direct securities· $9.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $1.7M | 17.0% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $1.6M | 16.6% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $1.3M | 13.1% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $887K | 9.0% | |
| Fidelity 500 Index | — | — | — | $778K | 7.9% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $774K | 7.8% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $568K | 5.7% | |
| American Funds American Funds AMCAP R6 | — | — | — | $459K | 4.6% | |
| American Funds American Funds Fundamental Investors | — | — | — | $412K | 4.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $293K | 3.0% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $206K | 2.1% | |
| American Funds American Funds Europacific Growth Fund | — | — | — | $154K | 1.6% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $138K | 1.4% | |
| American Funds American Funds Capital World Growth And Income Fund | — | — | — | $138K | 1.4% | |
| American Funds American Funds Small Cap World Fund | — | — | — | $74K | 0.7% | |
| Fidelity Extended Market Index | — | — | — | $66K | 0.7% | |
| American Funds American Funds Bond Fund of America | — | — | — | $59K | 0.6% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $54K | 0.5% | |
| Vanguard Small Cap Index Fund- Admiral | — | — | — | $50K | 0.5% | |
| American Funds American Funds Intermediate Bond Fund Of America | — | — | — | $37K | 0.4% | |
| American Funds American Funds New World Fund | — | — | — | $31K | 0.3% | |
| American Funds American Funds Washington Mutual | — | — | — | $28K | 0.3% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $19K | 0.2% | |
| American Funds American Funds U.S Government Money Market Fund | — | — | — | $14K | 0.1% | |
| American Funds American Funds American High Income Trust | — | — | — | $12K | 0.1% | |
| Principal Global Real Estate SEC | — | — | — | $9K | <0.1% | |
| TGBAX Templeton Global Bond | — | — | — | $6K | <0.1% | |
| American Funds American Funds US Government SEC | — | — | — | $5K | <0.1% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $3K | <0.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $3K | <0.1% | |
| BlackRock Health Sciences Opps Inst | — | — | — | $2K | <0.1% |
Related plans
Other plans using WELLS FARGO ADVISORS
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
$7.9B · 11,088 participants
BOARD OF TRUSTEES ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIO
ANNUITY FUND IUOE LOCAL 15, 15A, 15C, 15D AFL-CIO
$2.1B · 3,256 participants
SIDLEY AUSTIN LLP
SIDLEY AUSTIN LLP SAVINGS AND INVESTMENT PLAN
$1.9B · 3,442 participants
OLIN CORPORATION
OLIN CORPORATION EMPLOYEES PENSION PLAN
$1.8B · 1,813 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
OLIN CORPORATION
OLIN CORPORATION RETIREMENT SAVINGS PLAN
$1.4B · 6,731 participants
Similar-size Health Care & Social Assistance plans
KADIANT, LLC
LIVING YOUR BEST RETIREMENT LIFE 401(K) PLAN
$9.9M · 2,008 participants
FMRS HEALTH SYSTEMS, INC.
FMRS HEALTH SYSTEMS, INC. 401(K) PLAN
$10.0M · 213 participants
POSITIVE EDUCATION PROGRAM
POSITIVE EDUCATION PROGRAM RETIREMENT SAVINGS PLAN
$10.1M · 206 participants
LIBERTY BEHAVIORAL MANAGEMENT CORP
LIBERTY MANAGEMENT NON-UNION 401(K)PLAN
$10.1M · 142 participants
OPTIONS COUNSELING SERVICES OF OREGON, INC.
OPTIONS COUNSELING SERVICES OF OREGON, INC. 403(B) PLAN
$9.7M · 159 participants
TRANSITIONS - MENTAL HEALTH ASSOCIATION
T-MHA PENSION PLAN
$9.7M · 239 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B