Back to filter
Original filing (PDF)20250930083653NAL0011443041001
THRIVE OPERATIONS, LLC
Form 5500
FILING_RECEIVED
THRIVE OPERATIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
849
Accounts w/ balance
751
Plan assets (EOY)
$55.0M
Net assets (EOY)
$55.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 41 bps in Schedule C fees — 157% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THRIVE OPERATIONS, LLC.
Plan sponsor
Name
THRIVE OPERATIONS, LLC
EIN
81-4498230
Address
25 FORBES BOULEVARD · SUITE 3 · FOXBORO, MA · 02035
Phone
(866) 205-2810
Industry
Professional & Technical Servicessee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $88K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | ADVISOR | $117K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360 | 81-1939215 | — | TPA | $21K | — |
Investments
32 direct securities · 1 pooled fund· $108.7M(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
$55.0M
32 holdings
Pooled Separate Account
$53.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $53.7M | 97.7% | |
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value ** Vanguard Target Retirement 2045 Pooled Separate Account | — | — | — | $6.8M | 12.5% | |
| IShares S&P Index K Pooled Separate Account | — | — | — | $6.7M | 12.1% | |
| Vangaurd Target Retirement 2040 Pooled Separate Account | — | — | — | $5.0M | 9.1% | |
| Vanguard Target Retirement 2035 Pooled Separate Account | — | — | — | $4.5M | 8.1% | |
| Vanguard Target Retirement 2050 Pooled Separate Account | — | — | — | $4.4M | 7.9% | |
| Vanguard Target Retirement 2030 Pooled Separate Account | — | — | — | $3.6M | 6.6% | |
| Vanguard Growth Index Adm Pooled Separate Account | — | — | — | $3.3M | 6.0% | |
| Vanguard Developing Markets Idx Adm DC Pooled Separate Account | — | — | — | $2.6M | 4.7% | |
| Vanguard Target Retirement 2055 Pooled Separate Account | — | — | — | $2.5M | 4.5% | |
| Vanguard Info Tech Idx Adm DC Pooled Separate Account | — | — | — | $2.4M | 4.3% | |
| JP Morgan Large Cap Growth R6 Pooled Separate Account | — | — | — | $1.9M | 3.4% | |
| Pioneer Bond Y Pooled Separate Account | — | — | — | $1.7M | 3.1% | |
| Vanguard Target Retirement 2060 Pooled Separate Account | — | — | — | $1.6M | 3.0% | |
| Vanguard Equity Income Adm Pooled Separate Account | — | — | — | $1.5M | 2.7% | |
| Vanguard Small Cap Idx Adm Pooled Separate Account | — | — | — | $1.3M | 2.3% | |
| Vanguard MDCP Val Idx Adm Pooled Separate Account | — | — | — | $1.0M | 1.8% | |
| Vanguard Target Retirement 2025 Pooled Separate Account | — | — | — | $904K | 1.6% | |
| Standard Stable Asset A Guaranteed Investment Contract | — | — | — | $753K | 1.4% | |
| Janus Henderson Enterprise N Pooled Separate Account | — | — | — | $689K | 1.3% | |
| through April 2045 - | — | — | — | $524K | 1.0% | |
| Vanguard Small Cap Value Idx Adm Pooled Separate Account | — | — | — | $314K | 0.6% | |
| DFA Emerging Markets Core EQ l Pooled Separate Account | — | — | — | $306K | 0.6% | |
| MFS Value R6 Pooled Separate Account | — | — | — | $187K | 0.3% | |
| Vanguard Explorer Admiral Pooled Separate Account | — | — | — | $153K | 0.3% | |
| Vanguard Real Estate Idx Adm Pooled Separate Account | — | — | — | $133K | 0.2% | |
| Federated Intl Equity IS Pooled Separate Account | — | — | — | $110K | 0.2% | |
| PGIM High Yield Z Pooled Separate Account | — | — | — | $108K | 0.2% | |
| T. Rowe Price Balanced l Pooled Separate Account | — | — | — | $102K | 0.2% | |
| Vangaurd Target Retirement Income Pooled Separate Account | — | — | — | $13K | <0.1% | |
| Vanguard Total INT BD Idx Adm Pooled Separate Account | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2020 Pooled Separate Account | — | — | — | $10K | <0.1% | |
| Vanguard Inflation Protection Security Adm DC Pooled Separate Account | — | — | — | $3K | <0.1% |
Related plans
Other plans using UBS FINANCIAL SERVICES
COGNIZANT TECHNOLOGY SOLUTIONS
COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN
$3.0B · 38,923 participants
LYONDELL CHEMICAL COMPANY
LYONDELLBASELL SAVINGS PLAN
$2.7B · 7,839 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY 401(K) SAVINGS PLAN
$2.5B · 31,464 participants
AMERICAN FINANCIAL GROUP, INC.
AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN
$2.3B · 7,790 participants
MGM RESORTS INTERNATIONAL
THE MGM RESORTS 401(K) SAVINGS PLAN
$2.2B · 37,717 participants
GENUINE PARTS COMPANY
GENUINE PARTS COMPANY PENSION PLAN
$2.0B · 3,705 participants
Similar-size Professional & Technical Services plans
BOLTON PARTNERS, INC.
BOLTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$55.2M · 126 participants
SOLSTICE CONSULTING, LLC DBA KIN AND CARTA
KIN AND CARTA 401(K) PLAN
$54.6M
ROCKY MOUNTAIN INSTITUTE
ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN
$55.4M · 606 participants
NEWPORT NEWS NUCLEAR BWXT - LOS ALAMOS LLC
N3B 401(K) RETIREMENT PLAN
$55.6M · 452 participants
GEORGES ENTERPRISES, LLC
GEORGES ENTERPRISES 401(K) PLAN
$55.6M · 917 participants
JACKSON DAWSON COMMUNICATIONS, INC.
JACKSON DAWSON COMMUNICATIONS, INC. 401(K) PLAN
$55.7M · 344 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