Anna Hultquist signed Thrive Behavioral Health Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thrive Behavioral Health Inc.'s EIN is 51-0189278.
Download the official 2023 Form 5500 (PDF) for Thrive Behavioral Health Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Thrive Behavioral Health Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $31K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTIAL WEALTH MANAGEMENT, INC. | 65-1226333 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TOU LG CAP FOCUSED INST | Registered Investment Companies | — | — | $1.7M | 12.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.0M | 7.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $892K | 6.9% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $836K | 6.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $734K | 5.6% | |
| GUG CORE BOND INST | Registered Investment Companies | — | — | $686K | 5.3% | |
| THORNBURG LIMITED TERM INC R6 | Registered Investment Companies | — | — | $477K | 3.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $430K | 3.3% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $418K | 3.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $404K | 3.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $395K | 3.0% | |
| MFS NEW DISCOVERY VALUE R6 | Registered Investment Companies | — | — | $387K | 3.0% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $365K | 2.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $353K | 2.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $343K | 2.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $327K | 2.5% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $325K | 2.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $302K | 2.3% | |
| NEU REAL ESTATE - R6 | Registered Investment Companies | — | — | $291K | 2.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $261K | 2.0% | |
| MS INTERNATIONAL ADVANTAGE R6 | Registered Investment Companies | — | — | $222K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $195K | 1.5% | |
| BLACKROCK INFL PROTECT BOND K | Registered Investment Companies | — | — | $192K | 1.5% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $186K | 1.4% | |
| TROWE PRICE INTL VALUE EQ I | Registered Investment Companies | — | — | $174K | 1.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $160K | 1.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $153K | 1.2% | |
| BLACKROCK MID-CAP VALUE K | Registered Investment Companies | — | — | $148K | 1.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $141K | 1.1% | |
| PARAMETRIC COMMODITY STRAT I | Registered Investment Companies | — | — | $136K | 1.0% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $116K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $60K | 0.5% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $46K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $9K | <0.1% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $38K |
| — |
