Thrive Mortgage, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $16.2 million was transferred out of the plan. Assets moved to the LOWER LLC 401(K) RETIREMENT PLAN (sponsored by LOWER, LLC000000000). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the LOWER LLC 401(K) RETIREMENT PLAN →

Thrive Mortgage, Llc 401(k) Plan Facts (plan year 2024)

Plan name
THRIVE MORTGAGE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THRIVE MORTGAGE, LLC
Participants
578
Former employees with a balance
0
Employer contributions
$42,791 in plan year 2024 (13% of all contributions)
Recordkeeper
John Hancock Life Insurance Company
Plan year
Jan 1, 2024 – Jul 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Jul 31, 2024), filed May 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $322,692 went into the plan in contributions, $42,791 of it from the employer (13%).
  • $4.76 million was paid out to participants.
  • Investment and other income added $1.41 million.

How the Thrive Mortgage, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019364$7.37 million$151,614$1.19 million
2020341$9.37 million$238,925$1.47 million
2021502$13.5 million$343,507$950,509
2022802$13.1 million$326,714$933,833
2023821$19.5 million$282,987$9.75 million
2024 (final)578$0$42,791$4.76 million

Thrive Mortgage, Llc 401(k) Contact Information

Phone
512-930-7888
Mailing address
4819 WILLIAMS DRIVE, GEORGETOWN TX 78633
Plan sponsor
THRIVE MORTGAGE, LLC
Employer identification number (EIN)
20-0353048
Plan number
001

Questions about the Thrive Mortgage, Llc 401(k)

Is the Thrive Mortgage, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the LOWER LLC 401(K) RETIREMENT PLAN.

Does Thrive Mortgage, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $42,791, 13% of all contributions.

Does the Thrive Mortgage, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Thrive Mortgage, Llc 401(k) plan?

578 participants at the start of plan year 2024.

Who manages the Thrive Mortgage, Llc 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

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