Thrivewise Pooled Employer Plan
Sponsored by Principal Life Insurance Company · EIN 420127290 · Plan #333
- Total assets
- $997M
- Net assets
- $997M
- Active participants
- 8,218
- With balances
- 7,772
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,000,776 |
| Creative Planning, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $790,333 |
| Cadaret Grant & Co Inc | Consulting (pension), Direct payment from the plan | $42,492 |
| National Benefit Services Llc | Contract administrator, Consulting (pension), Investment advisory (plan) | $3,200 |
| Charles Schwab & Co, Inc | Securities brokerage, Direct payment from the plan, Redemption fees | $527 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |