Finthrive 401(k) Plan
Sponsored by Finthrive · EIN 474470095 · Plan #001
- Total assets
- $184M
- Net assets
- $184M
- Active participants
- 1,488
- With balances
- 1,970
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $123,845 |
| Greenspring Advisors | Investment management | $49,632 |
| Hancock Askew & Co, Llp | Accounting | $19,400 |