Original filing (PDF)20240627171002NAL0022339778001

Free to Thrive

Name: Free to Thrive — Free to Thrive 401(k) Plan, Form 5500 (2023)
Creator: Free to Thrive
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Free to Thrive 401(k) Plan

401(k) retirement plan · Free to Thrive's Free to Thrive 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Free to Thrive's EIN is 82-0860894.

EIN 82-0860894

Plan number 001

Plan year 2023

ACK ID 20240627171002NAL0022339778001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Free to Thrive from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Free to Thrive's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREE TO THRIVE.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

FREE TO THRIVE

EIN

all filings

Address

1050 UNIVERSITY AVENUE SUITE E107-8 · SAN DIEGO, CA · 92103

Phone

(619) 684-0025

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-20

Filed

2024-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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