Original filing (PDF)20250715091505NAL0001922257001

Momentum Maximizer, LLC DBA Thrive Retirement Planning

Name: Momentum Maximizer, LLC DBA Thrive Retirement Planning — Form 5500 Plan 001 (2024)
Creator: Momentum Maximizer, LLC DBA Thrive Retirement Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thrive Retirement Planning 401(k) Plan

401(k) retirement plan · Momentum Maximizer, LLC DBA Thrive Retirement Planning's Thrive Retirement Planning 401(k) Plan held $36K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan identifiers

Momentum Maximizer, LLC DBA Thrive Retirement Planning's EIN is 83-3717025.

EIN 83-3717025

Plan number 001

Plan year 2024

ACK ID 20250715091505NAL0001922257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Momentum Maximizer, LLC DBA Thrive Retirement Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Momentum Maximizer, LLC DBA Thrive Retirement Planning's plan includes profit-sharing, ERISA 404(c) participant direction, 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 MOMENTUM MAXIMIZER, LLC DBA THRIVE RETIREMENT PLANNING.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off