Thrivent Individual Pension Account Plan
Sponsored by Thrivent Financial For Lutherans · EIN 390123480 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 4,607
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hamilton Lane Advisors, L.L.C. CRD 107876 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group, Inc. | Consulting (general), Direct payment from the plan | $452,948 |
| State Street Bank & Trust Company | Trustee (directed), Direct payment from the plan | $292,498 |
| Aon Consulting Inc | Actuarial, Direct payment from the plan | $229,621 |
| Hamilton Lane | Investment advisory (plan), Direct payment from the plan | $93,121 |
| Callan Associates | Investment advisory (plan), Direct payment from the plan | $58,927 |