Back to filter
Original filing (PDF)20251015100230NAL0002209475001
THRIVE SKILLED PEDIATRIC CARE, LLC
Form 5500
FILING_RECEIVED
THRIVE SKILLED PEDIATRIC CARE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
2,233
Accounts w/ balance
599
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
35 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
- 76 bps in Schedule C fees — 163% above peer band of 29 bps.
- Only 27% 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 SKILLED PEDIATRIC CARE, LLC.
Plan sponsor
Name
THRIVE SKILLED PEDIATRIC CARE, LLC
EIN
81-2418344
Address
101 EDGEWATER DRIVE · SUITE 110 · WAKEFIELD, MA · 01880
Phone
(781) 486-4107
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL | 82-1434504 | — | INSURANCE AGENT/BROK | $14K | — |
Investments
35 direct securities· $14.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 Fund | — | — | — | $2.5M | 17.7% | |
| State Street Target Retirement 2035 Fund | — | — | — | $1.8M | 13.0% | |
| State Street Target Retirement 2040 Fund | — | — | — | $1.3M | 9.3% | |
| State Street Target Retirement 2045 Fund | — | — | — | $1.3M | 9.1% | |
| State Street Target Retirement 2055 Fund | — | — | — | $975K | 7.0% | |
| J.P Morgan Large Cap Growth Fund R6 | — | — | — | $897K | 6.4% | |
| Fidelity Investments 500 Index Fund | — | — | — | $836K | 6.0% | |
| State Street Target Retirement 2025 Fund | — | — | — | $810K | 5.8% | |
| State Street Target Retirement 2050 Fund | — | — | — | $742K | 5.3% | |
| State Street Target Retirement 2060 Fund | — | — | — | $606K | 4.3% | |
| American Century Mid Cap Value R6 | — | — | — | $400K | 2.9% | |
| Participant loans | — | — | — | $309K | 2.2% | |
| Fidelity Investments Balanced Fund | — | — | — | $289K | 2.1% | |
| State Street Target Retirement Fund | — | — | — | $215K | 1.5% | |
| Fidelity Investments Select Health Care | — | — | — | $150K | 1.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $121K | 0.9% | |
| DFA US Large Cap Value | — | — | — | $106K | 0.8% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $78K | 0.6% | |
| State Street Target Retirement 2065 Fund | — | — | — | $74K | 0.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $63K | 0.5% | |
| State Street Target Retirement 2020 Fund | — | — | — | $63K | 0.5% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $56K | 0.4% | |
| Fidelity Investments Total Bond Fund | — | — | — | $54K | 0.4% | |
| DFA Small Cap I | — | — | — | $45K | 0.3% | |
| Fidelity Investments International Index Fund | — | — | — | $43K | 0.3% | |
| BlackRock High Yield Bond K | — | — | — | $29K | 0.2% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $26K | 0.2% | |
| DFA Inflation-Protected Securities | — | — | — | $25K | 0.2% | |
| Janus Henderson Triton Fund Class N | — | — | — | $23K | 0.2% | |
| DFA International Value Fund I | — | — | — | $22K | 0.2% | |
| Fidelity Investments Emerging Markets Index Fund | — | — | — | $20K | 0.1% | |
| American Beacon Small Cap Val Fund R6 | — | — | — | $14K | 0.1% | |
| DFA Emerging Markets Core Equity I | — | — | — | $13K | <0.1% | |
| Vanguard Short-Term Investment-Grade Fund | — | — | — | $8K | <0.1% | |
| Victory Trivalent International Small Cap Fund | — | — | — | $1K | <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 Health Care & Social Assistance plans
DELAWARE HOSPICE, INC.
DELAWARE HOSPICE, INC. 403(B) RETIREMENT PLAN
$14.0M · 252 participants
ORION ASSOCIATES/MERIDIAN SERVICES, INC.
ORION ASSOCIATES/MERIDIAN SERVICES, INC. 401(K) RETIREMENT PLAN
$14.1M · 682 participants
INNOVIVE HEALTH OF MASSACHUSETTS, LLC
INNOVIVE HEALTH 401(K) PLAN
$14.1M · 705 participants
WESTCHESTER VISITING NURSE SER
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF WESTCHESTER VISITING NURSE SERVICES GROUP, INC.
$13.8M · 93 participants
FAMILY & NURSING CARE, INC.
FAMILY & NURSING CARE, INC. 401(K) PLAN
$13.7M · 788 participants
MANAGED HEALTHCARE PARTNERS, LLC
CAREMAX, INC. 401(K) PLAN
$13.7M · 963 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B