# Thrive Counseling LLC 401(k) Plan
Source: https://planprovider.pro/companies/thrive-counseling-llc-401k-plan

> Thrive Counseling LLC's 401(k) plan: 2,827 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thrive Counseling LLC

- **Sponsor EIN:** 263447487

- **Sponsor Address:** 1000 JEFFERSON STREET, SUITE 2C, LYNCHBURG, VA, 24504

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

- **Total Participants:** 2,827

- **Total Assets:** $41.1M

## 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|2,827|$41.1M|$3.1M|$7.9M|

| 2023|1,873|$26.9M|$3.7M|$7.2M|

| 2022|2,552|$14.2M|$2.9M|$5.0M|

## 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|

| THE VANGUARD GROUP, INC.|RECORDKEEPER|$251,078|—|$251,078|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $251,078

- **Estimated Expense Ratio:** 0.611% 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|$218,038|—|$218,038|—|—|

| 2023|$189,465|—|$189,465|—|—|

| 2022|$162,918|—|$162,918|—|—|

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