Plan Snapshot
- Plan Sponsor: Thrive Partners, LLC (EIN 844818583)
- Plan Type: 401(k)
- Total Participants: 675
- Total Assets: $55.0M
- Sponsor State: OK
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 675 | $55.0M | $1.8M | $3.8M |
| 2023 | 594 | $18.8M | $578,307 | $1.3M |
| 2022 | 428 | $14.7M | $424,881 | $976,287 |
Service Providers
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER ($130,778)
- KESTRA ADVISORY SERVICES LLC — INVESTMENT ADVISORY ($60,768)
- RELATION WEALTH MANAGEMENT INC — INVESTMENT ADVISORY - PLA ($48,103)
- NOVA 401(K) ASSOCIATES LP — RECORDKEEPER ($34,785)
- GRANT MILLMAN & JOHNSON PC — AUDITOR ($20,125)
- JASON F. CLAUSEN, P.C. — Auditor