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Original filing (PDF)20250926111237NAL0009341217001
THRIVE COMMUNITIES MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
THRIVE COMMUNITIES 401(K) PLAN
401(k) retirement plan
Active participants
780
Accounts w/ balance
946
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
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)
91
/ 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
100
Knocking points off
- 75 bps in Schedule C fees — 157% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THRIVE COMMUNITIES MANAGEMENT, LLC.
Plan sponsor
Name
THRIVE COMMUNITIES MANAGEMENT, LLC
EIN
47-3242364
Address
1518 1ST AVENUE SOUTH · SEATTLE, WA · 98134
Phone
(206) 388-2120
Industry
Real Estatesee 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
2025-09-26
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS PC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $103K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $20K | — |
| TRUTINA FINANCIAL LLC | 47-0995939 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ MHM LLC | 86-3192990 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
31 direct securities· $20.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $3.1M | 15.6% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $3.1M | 15.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $3.0M | 15.0% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $1.9M | 9.6% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $1.8M | 9.1% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $1.3M | 6.7% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $930K | 4.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $911K | 4.6% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $891K | 4.5% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $723K | 3.6% | |
| PARTICIPANT LOANS maturing through December 2039 -0- | — | — | — | $469K | 2.3% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $239K | 1.2% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $228K | 1.1% | |
| The Standard Stable Asset 2 Guaranteed Interest Account | — | — | — | $148K | 0.7% | |
| Fidelity Small Cap Gr K6 Mutual Fund | — | — | — | $144K | 0.7% | |
| Vanguard Value Idx Adm Mutual Fund | — | — | — | $115K | 0.6% | |
| JP Morgan Mid Cap Grth R6 Mutual Fund | — | — | — | $95K | 0.5% | |
| American Century Government Bond Fund R5 Mutual Fund | — | — | — | $94K | 0.5% | |
| JPMorgan Emerging Markets Equity Fund Class R6 Mutual Fund | — | — | — | $85K | 0.4% | |
| Fidelity Mid Cap Idx Mutual Fund | — | — | — | $85K | 0.4% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $84K | 0.4% | |
| American Funds New Perspective Fund Class R-6 Mutual Fund | — | — | — | $82K | 0.4% | |
| Dodge & Cox Income I Mutual Fund | — | — | — | $66K | 0.3% | |
| Vanguard Target Retirement Inc Mutual Fund | — | — | — | $65K | 0.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $53K | 0.3% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $53K | 0.3% | |
| Principal Real Estate Securities Fd R-6 Mutual Fund | — | — | — | $49K | 0.2% | |
| Lord Abbett Short Duration Income Fund Class R6 Mutual Fund | — | — | — | $35K | 0.2% | |
| Parametric Commodity Strategy I Mutual Fund | — | — | — | $21K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $17K | <0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund | — | — | — | $17K | <0.1% |
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