2023 Form 5500 filing — Thrive Peo 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011145139NAL0012629875001) for Thrive Peo 401(K) Plan, reported by Thrive Partners, LLC under EIN 84-4818583 and plan number 001. It reports 592 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145139NAL0012629875001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Thrive Partners, LLC
- EIN
- 84-4818583
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 592
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,794,039
- Net assets (EOY)
- $18,794,039
- Employer contributions
- $578,307
- Participant contributions
- $1,316,840
- Total income / additions
- $4,684,440
- Benefits paid
- $2,375,058
- Administrative expenses
- $155,595
- Total expenses
- $2,558,432
- Net increase / (decrease)
- $2,126,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $74,430 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISORY | $68,633 | $0 |
| Nova 401(K) Associates Lp | RECORDKEEPER | $20,277 | $713 |
| Grant Millman & Johnson Pc | AUDITOR | $16,900 | $0 |