Therapy Brands 401(k) Plan
Sponsored by Therapy Brands Thrive, Llc · EIN 883340006 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 499
- With balances
- 665
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| The Ascent Group, Llc CRD 314424 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $77,833 |
| Commonwealth Financial Network | Investment advisory (plan) | $34,582 |
| The Ascent Group Llc | Investment advisory (plan) | $18,943 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,550 |