AUMdb

Thryv Savings Plan

Sponsored by Thryv Holdings Inc. · EIN 132740040 · Plan #009

Total assets
$841M
Net assets
$841M
Active participants
1,985
With balances
4,516

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $207,750
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $145,602
Cook Street Consulting Consulting (general), Investment management $87,773
Crowe Horwath Llp Accounting $45,167
Msiia Dba Cook Street Investment management $29,545
Retirement Plan Advisor Search Consulting (general) $22,965
Poyner Spruill Llc Legal $12,909