# Thrive Wellness And Recovery INC 401(k) Plan
Source: https://planprovider.pro/companies/credo-community-center-for-the-treatment-of-addictions-inc-401k-plan

> Thrive Wellness And Recovery INC's 401(k) plan: 309 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thrive Wellness And Recovery INC

- **Sponsor EIN:** 161012469

- **Sponsor Address:** 482 BLACK RIVER PARKWAY, WATERTOWN, NY, 13601

- **Plan Type:** 401(k)

- **Total Participants:** 309

- **Total Assets:** $6.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|309|$6.0M|$172,845|$334,827|

| 2023|124|$3.0M|$200,918|$247,982|

| 2022|151|$2.7M|$79,322|$213,562|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MUTUAL OF AMERICA SEC. CORP LLC|RECORD KEEPER|$6,552|—|$6,552|

| BONADIO & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,552

- **Estimated Expense Ratio:** 0.110% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$29,665|—|—|—|—|

| 2023|$26,255|$23,531|—|—|—|

| 2022|$49,029|—|$21,992|—|$27,037|

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