AUMdb

Thrive Behavioral Health, Llc 401(k) Plan

Sponsored by Thrive Behavioral Health, Llc · EIN 455559101 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
357
With balances
167

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

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Investment advisory (plan) $40,282
Pollard & Associates, Inc. Contract administrator $36,923
Captial Bank And Trust Recordkeeping fees $16,679
Gwlm, Llp Other fees $13,075