Back to filter
Original filing (PDF)20251001115605NAL0013184913001
FINTHRIVE
Form 5500
FILING_RECEIVED
FINTHRIVE 401(K) PLAN
401(k) retirement plan
Active participants
1,488
Accounts w/ balance
1,970
Plan assets (EOY)
$183.5M
Net assets (EOY)
$183.5M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINTHRIVE.
Plan sponsor
Name
FINTHRIVE
EIN
47-4470095
Address
7950 LEGACY DR. · SUITE 900 · PLANO, TX · 75024
Phone
(678) 323-2599
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $124K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS | 82-5320133 | — | INVESTMENT ADVISOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO, LLP | 58-0662558 | — | ACCOUNTANT/AUDITOR | $19K | — |
Investments
25 direct securities · 1 pooled fund· $187.6M(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.
Uncategorized
$183.5M
25 holdings
Common Collective Trust
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | — | — | — | $22.6M | 12.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $22.0M | 12.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $21.4M | 11.7% | |
| Fidelity Investments Fidelity Long Cap Growth Index Fund | — | — | — | $18.8M | 10.3% | |
| Vanguard Target Retirement 2035 | — | — | — | $18.3M | 9.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $17.9M | 9.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $10.6M | 5.8% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $10.4M | 5.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $7.1M | 3.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $4.6M | 2.5% | |
| Common collective trust Vanguard Fiduciary Trust Company Vanguard Retirement Savings Trust | — | — | — | $4.1M | 2.2% | |
| VANG RET SAV TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $4.1M | 2.2% | |
| Vanguard Target Retirement 2020 | — | — | — | $3.5M | 1.9% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $2.9M | 1.6% | |
| Vanguard Value Index Admiral | — | — | — | $2.7M | 1.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.6M | 1.4% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $2.2M | 1.2% | |
| Vanguard Target Retirement Income | — | — | — | $2.0M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $2.0M | 1.1% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $2.0M | 1.1% | |
| Vanguard Small-Cap Growth Index Admiral | — | — | — | $1.8M | 1.0% | |
| Participants all outstanding notes. - | — | — | — | $1.6M | 0.9% | |
| Registered investment companies Dimensional Fund Advisors DFA World ex U.S. Core Equity | — | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2065 | — | — | — | $809K | 0.4% | |
| Vanguard Federal Money Market Fund | — | — | — | $205K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $103K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size All Other Professional Services plans
THE BRATTLE GROUP, INC.
THE BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST
$183.2M · 388 participants
MAGIC LEAP, INC.
MAGIC LEAP INC. 401(K) PLAN
$183.9M · 903 participants
QLIKTECH INC.
QLIKTECH INC. 401(K) PLAN
$184.1M · 1,016 participants
FIVE9, INC.
FIVE9, INC.401(K) PLAN
$179.7M · 1,501 participants
INFRAMARK, LLC
INFRAMARK 401(K) SAVINGS PLAN
$179.0M · 3,201 participants
OXBOW CARBON LLC
OXBOW AFFILIATED COMPANIES RETIREMENT PLAN
$177.2M · 283 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants