Cassie Moon signed Thrive Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thrive Partners, LLC's EIN is 84-4818583.
Download the official 2024 Form 5500 (PDF) for Thrive Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thrive Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 36-6071399 | — | RECORDKEEPER | $131K | — |
| NOVA 401(K) ASSOCIATES LP | 20-1181458 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica TFLIC Stable Account | Other securities | — | — | $6.5M | 11.7% | |
| TRANSAMERICARETONTRK 2030 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | — | — | $6.4M | 11.7% | |
| TRANSAMERICARETONTRK 2035 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | — | — | $4.9M | 8.8% | |
| Transamerica TA VANGUARD TOTAL STCK MRKT INDEX | Mutual Funds | — | — | $4.1M | 7.4% | |
| TA VNGRD TTL STCK MKT INDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $4.1M | 7.4% | |
| TRANSAMERICARETONTRK 2025 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 687 | Pooled Separate Account | — | — | $4.0M | 7.2% | |
| TRANSAMERICARETONTRK 2040 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $3.5M | 6.3% | |
| TRANSAMERICARETONTRK 2045 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | — | — | $3.4M | 6.2% | |
| TRANSAMERICARETONTRK 2050 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 692 | Pooled Separate Account | — | — | $3.4M | 6.1% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $2.4M | 4.4% | |
| PUTNAM LARGE CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $1.6M | 2.9% | |
| AM FUNDS NEW PERSPECTIVE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $1.5M | 2.6% | |
| TRANSAMERICARETONTRK 2055 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 693 | Pooled Separate Account | — | — | $1.4M | 2.6% | |
| Transamerica Stabe Value Core Account | Other securities | — | — | $1.3M | 2.4% | |
| STATE STRT INTERNATNL INDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $1.3M | 2.3% | |
| MACQUARIE MID CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 115 | Pooled Separate Account | — | — | $1.1M | 1.9% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $894K | 1.6% | |
| STATE STRT S&P MD CAP INDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $839K | 1.5% | |
| BLCKRCK ADVTGE SM CAP CORE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 195 | Pooled Separate Account | — | — | $710K | 1.3% | |
| JANUS HENDRSON GLOBAL RESRCH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 116 | Pooled Separate Account | — | — | $671K | 1.2% | |
| TRANSAMERICARETONTRK 2060 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $654K | 1.2% | |
| TCW METWEST TTL RETURN BND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 772 | Pooled Separate Account | — | — | $589K | 1.1% | |
| TRANSAMERICARETONTRK 2020 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 686 | Pooled Separate Account | — | — | $513K | 0.9% | |
| FIDELITY ADVISOR TTL BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 203 | Pooled Separate Account | — | — | $430K | 0.8% | |
| TRANSAMERICARETONTRK 2065 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 402 | Pooled Separate Account | — | — | $343K | 0.6% | |
| a. b. c. e. Issuer Description Current Value Pooled separate accounts * Transamerica AMERICAN FUNDS BLNCD | Pooled Separate Accounts | — | — | $336K | 0.6% | |
| AM FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $336K | 0.6% | |
| MFS INTL DIVERSIFICATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $322K | 0.6% | |
| DFA INFLTN-PROTECT SECURITIES PORT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $293K | 0.5% | |
| STATE STRT RUSS SM CAP INDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $283K | 0.5% | |
| BLACKROCK CORE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 196 | Pooled Separate Account | — | — | $217K | 0.4% | |
| GLDMAN SACHS INTL SM CP INSGHTS RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 106 | Pooled Separate Account | — | — | $183K | 0.3% | |
| NEUBRGR BERMAN STRATGC INCOME RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 952 | Pooled Separate Account | — | — | $132K | 0.2% | |
| JPMORGAN SMALL CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 387 | Pooled Separate Account | — | — | $96K | 0.2% | |
| JANUS HENDERSON GLOBAL EQUITY INCOM JANUS HENDERSON · EIN 83-1098532 / PN 466 | Pooled Separate Account | — | — | $83K | 0.2% | |
| TRANSAMERICARETONTRK 2015 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 685 | Pooled Separate Account | — | — | $47K | <0.1% | |
| TRANSAMERICARETONTRK 2010 AMER FDS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 684 | Pooled Separate Account | — | — | $12K | <0.1% | |
| STATE ST PRTN SERIES TA CONSER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 501 | Pooled Separate Account | — | — | $9K | <0.1% | |
| STATE ST RSSELL SM CAP VAL INDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $1K | <0.1% | |
| ALGER SMALL CAP FOCUS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 092 | Pooled Separate Account | — | — | $0 | <0.1% | |
| THORNBURG INTRNTL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 602 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AM FUNDS SMALLCAP WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA ADVISORY SERVICES LLC |
| 35-2552359 |
| — |
| INVESTMENT ADVISORY |
| $61K |
| — |
| RELATION WEALTH MANAGEMENT INC | 93-4617010 | — | INVESTMENT ADVISORY - PLA | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT MILLMAN & JOHNSON PC | 38-2555519 | — | AUDITOR | $20K | — |
