How big is Thrive CPA, PLLC's plan?

Thrive CPA, PLLC's plan reported $399K in assets and 9 participants for 2025.

Original filing (PDF)20260421112608NAL0005513682001

Thrive CPA, PLLC

Name: Thrive CPA, PLLC — Thrive CPA, PLLC 401(k) Plan, Form 5500 (2025)
Creator: Thrive CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thrive CPA, PLLC 401(k) Plan

401(k) retirement plan · Thrive CPA, PLLC's Thrive CPA, PLLC 401(k) Plan held $399K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

People on this filing

Heather Stewart signed Thrive CPA, PLLC's 2025 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thrive CPA, PLLC's EIN is 87-1991912.

EIN 87-1991912

Plan number 001

Plan year 2025

ACK ID 20260421112608NAL0005513682001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thrive CPA, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thrive CPA, PLLC'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 THRIVE CPA, PLLC.

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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

Helping the score