Plan Ledger DOL Form 5500 · updated monthly

Thrive Companies401(k)

THRIVE COMPANIES 401(K) PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.96%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Thrive Companies reported $36,240 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,538 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,616th of 3,295), and 1,583rd of 2,096 in real estate & leasing. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,465,140
Participants with balances148
Active participants151
Employer contributions$383,216
Employee contributions$680,494
Employer contribution per active participant$2,538
Average account balance$30,170
Benefits paid to participants$225,884
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,240
Total administrative$36,240
The Thrive Companies 401(k) match · 2024
Employer contribution per active participant$2,538
Median for plans this size$1,313

Thrive Companies's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
LATITUDE SERVICE COMPANY, INC · Recordkeeping · Other services$5,850
MEYERS WEALTH MANAGEMENT · Investment management$18,028
NORTH AMERICAN KTRADE ALLIANCE, LLC$12,393

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$36,240 · 0.96%
Same employer
Similar plansReal Estate & Leasing · Ohio
Pacaso OH$5.5M · 0.10%
Fath Management Company OH$5.3M · 0.48%
Plk Communities LLC OH$5.2M · 0.15%
T & R Properties Inc. OH$4.3M · 0.82%
Ohio Equities, LLC OH$4.0M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263039980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.