How big is Thrive Wealth Management, LLC's plan?

Thrive Wealth Management, LLC's plan reported $3.7M in assets and 15 participants for 2024.

Original filing (PDF)20250531163814NAL0008719297001

Thrive Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Thrive Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Thrive Wealth Management, LLC's Thrive Wealth Management, LLC 401(k) Plan held $3.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Thrive Wealth Management, LLC's EIN is 46-3304246.

EIN 46-3304246

Plan number 001

Plan year 2024

ACK ID 20250531163814NAL0008719297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thrive Wealth Management, 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 WEALTH MANAGEMENT, 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