Aaron Oleinick signed Thrive Global Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thrive Global Holdings, Inc.'s EIN is 81-3301652.
Download the official 2024 Form 5500 (PDF) for Thrive Global Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thrive Global Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $515 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $2.4M | 27.2% | |
| Fidelity 500 Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $937K | 10.7% | |
| Vanguard Target Retirement 2050 Mutual Fund (1) | Mutual Funds | — | — | $917K | 10.5% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $830K | 9.5% | |
| Vanguard Target Retirement 2055 Mutual Fund (1) | Mutual Funds | — | — | $719K | 8.2% | |
| iShares MSCI EAFE International Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $544K | 6.2% | |
| Vanguard Consumer Staples Index Fund Adm Class Mutual Fund (1) | Common Collective Trusts | — | — | $388K | 4.4% | |
| Vanguard Federal Money Market Fund Mutual Fund (1) | Mutual Funds | — | — | $324K | 3.7% | |
| Vanguard Target Retirement 2045 Mutual Fund (1) | Mutual Funds | — | — | $216K | 2.5% | |
| Vanguard Growth Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $170K | 1.9% | |
| Vanguard Value Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $154K | 1.8% | |
| Fidelity US Bond Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $153K | 1.7% | |
| Vanguard Target Retirement 2040 Mutual Fund (1) | Mutual Funds | — | — | $149K | 1.7% | |
| Vanguard Information Technology Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $108K | 1.2% | |
| Vanguard US Growth Fund Mutual Fund (1) | Mutual Funds | — | — | $90K | 1.0% | |
| Vanguard Target Retirement 2065 Mutual Fund (1) | Mutual Funds | — | — | $81K | 0.9% | |
| Vanguard Small Cap Value Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $77K | 0.9% | |
| American Funds New Perspective Fund Mutual Fund (1) | Mutual Funds | — | — | $74K | 0.9% | |
| Vanguard Mid Cap Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $52K | 0.6% | |
| Vanguard Target Retirement 2060 Mutual Fund (1) | Mutual Funds | — | — | $51K | 0.6% | |
| Vanguard Small Cap Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $49K | 0.6% | |
| Vanguard Mid Cap Value Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $43K | 0.5% | |
| American Funds EuroPacifc Fund Mutual Fund (1) | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Explorer Fund Mutual Fund (1) | Mutual Funds | — | — | $20K | 0.2% | |
| BlackRock Mid Cap Growth Equity Portfolio Mutual Fund (1) | Other securities | — | — | $19K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $17K | 0.2% | |
| Participant Loans (interest rate range 4.25% - 5.00%) | Bonds / Notes | — | — | $12K | 0.1% | |
| BlackRock Health Sciences Fund Mutual Fund (1) | Other securities | — | — | $9K | <0.1% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund (1) | Mutual Funds | — | — | $8K | <0.1% | |
| John Hancock Bond Fund Mutual Fund (1) | Other securities | — | — | $7K | <0.1% | |
| DFA Real Estate Securities Fund Mutual Fund (1) | Mutual Funds | — | — | $4K | <0.1% | |
| Franklin Utilities Fund Mutual Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| Invesco Oppenheimer Gold & Special Miner Fund Mutual Fund (1) | Mutual Funds | — | — | $3K | <0.1% | |
| Prudential High Yield Fund Mutual Fund (1) | Other securities | — | — | $2K | <0.1% | |
| DFA Inflation Protected Securities Portfolio Mutual Fund (1) | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Materials Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund (1) | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
