Plan Snapshot
- Plan Sponsor: Thrive Physical Therapy Partners
- Sponsor EIN: 873167154
- Sponsor Address: 111 E WACKER DR SUITE 1200, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 558
- Total Assets: $5.7M
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 | 558 | $5.7M | $0 | $1.5M |
| 2023 | 240 | $1.7M | $0 | $598,239 |
| 2022 | 70 | $671,865 | $0 | $154,713 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $50,527 | — | $50,527 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,527
- Estimated Expense Ratio: 0.888% 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 | $50,527 | $511 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |