Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Thrive Wealth Management, LLC
EIN 46-3304246financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
36
1000 MADISON AVENUE SUITE 208 - AUDUBON, PA 19403215-376-5530thrivewealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THRIVE WEALTH MANAGEMENT, LLC 401(K) PLAN
401(k)
Assets$5.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THRIVE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
Cash balance
Assets$305K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THRIVE WEALTH MANAGEMENT, LLC 401(K) PLAN | 401(k) | $5.0M | 18 | 2025 | |
| 002 | THRIVE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | Cash balance | $305K | 18 | 2025 |
Retirement plans