Plan Snapshot
- Plan Sponsor: Thrive Ideas, INC
- Sponsor EIN: 461604412
- Sponsor Address: 4604 PARK SPRINGS BLVD, ARLINGTON, TX, 76017
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $2.0M
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 | 67 | $2.0M | $165,588 | $313,546 |
| 2023 | 86 | $1.8M | $175,353 | $304,662 |
| 2022 | 92 | $1.2M | $125,912 | $293,493 |
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 |
|---|---|---|---|---|
| FRANK, RIMERMAN & CO | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,980 | $1,580 | — | — | — |
| 2023 | $3,500 | $1,176 | — | — | — |
| 2022 | $1,907 | $1,874 | $33 | — | — |