Thrive Mortgage 401(k) Plan
Sponsored by Thrive Mortgage, Llc · EIN 200353048 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Endure Retirement Llc CRD 298200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $35,524 |
| Endure Retirement Llc | Investment advisory (participants) | $19,989 |
| Wells Fargo Advisors Llc | Investment advisory (participants) | $18,027 |