AUMdb

Thrive Business Development 401(k) Plan

Sponsored by Thrive Business Development · EIN 830633811 · Plan #001

Total assets
$241K
Net assets
$241K
Active participants
259
With balances
137

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $5,751
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0