# Thrive Communities Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/thrive-communities-management-llc-401k-plan

> Thrive Communities Management, LLC's 401(k) plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thrive Communities Management, LLC

- **Sponsor EIN:** 473242364

- **Sponsor Address:** 1518 1ST AVENUE SOUTH, SEATTLE, WA, 98134

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

- **Total Participants:** 780

- **Total Assets:** $20.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|780|$20.0M|$1.4M|$3.4M|

| 2023|622|$15.2M|$1.1M|$2.7M|

| 2022|520|$10.6M|$973,598|$2.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$103,075|—|$103,075|

| CAPFINANCIAL PARTNERS LLC|ADVISOR|$20,415|—|$20,415|

| CBIZ MHM LLC|ACCOUNTANT/AUDITOR|$16,750|—|$16,750|

| CBIZ CPAS PC.|Auditor|$16,750|—|$16,750|

| TRUTINA FINANCIAL LLC|ADVISOR|$8,940|—|$8,940|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $165,930

- **Estimated Expense Ratio:** 0.830% 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|$149,180|$29,355|—|$16,750|—|

| 2023|$120,212|$23,705|—|$20,365|—|

| 2022|$91,109|$1,488|—|—|—|

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