Plan5500

Finthrive 401(K) Plan — Form 5500 plan (Finthrive)

Plain-English plan 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, Finthrive 401(K) Plan is a benefit plan reported by Finthrive under EIN 47-4470095 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,654 participants and $166,863,019 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Finthrive
EIN
47-4470095
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
2,654
End-of-year plan assets
$166,863,019

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,654H, C20241014131406NAL0013330531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$166,863,019
Total liabilities (EOY)
$0
Net assets (EOY)
$166,863,019
Net assets (BOY)
$146,107,631

Income & contributions

Employer contributions
$3,131,418
Participant contributions
$11,856,170
Total contributions
$17,821,419
Total income / additions
$44,269,678

Expenses & distributions

Benefits paid
$23,297,052
Administrative expenses
$216,234
Total expenses
$23,514,290
Net increase / (decrease)
$20,755,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$146,917not reported in the loaded dataset2023
Greenspring AdvisorsINVESTMENT ADVISOR$48,659not reported in the loaded dataset2023
Hancock Askew & Co, LlpACCOUNTANT/AUDITOR$18,500not reported in the loaded dataset2023

Related Form 5500 pages