Plan Snapshot
- Plan Sponsor: Thryv Holdings INC.
- Sponsor EIN: 132740040
- Sponsor Address: 2200 WEST AIRFIELD DRIVE, DFW AIRPORT, TX, 75261
- Plan Type: 401(k)
- Total Participants: 1,985
- Total Assets: $840.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,985 | $840.6M | $8.4M | $16.6M |
| 2023 | 2,041 | $804.0M | $9.5M | $18.4M |
| 2022 | 2,070 | $727.8M | $9.6M | $18.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $207,750 | — | $207,750 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $145,602 | — | $145,602 |
| COOK STREET CONSULTING | Recordkeeper | $87,773 | — | $87,773 |
| CROWE HORWATH LLP | Auditor | $45,167 | — | $45,167 |
| MSIIA DBA COOK STREET | Recordkeeper | $29,545 | — | $29,545 |
| RETIREMENT PLAN ADVISOR SEARCH | Other Service Provider | $22,965 | — | $22,965 |
| POYNER SPRUILL LLC | ERISA Attorney | $12,909 | — | $12,909 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- COOK STREET CONSULTING — Recordkeeper
- MSIIA DBA COOK STREET — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $551,711
- Estimated Expense Ratio: 0.066% 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 | $550,453 | $207,750 | $900 | $45,167 | — |
| 2023 | $539,930 | $305,614 | $300 | $42,100 | — |
| 2022 | $646,095 | $196,314 | — | — | — |