The Thresholds 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Thresholds
  • Sponsor EIN: 362518901
  • Sponsor Address: 4101 NORTH RAVENSWOOD AVENUE, CHICAGO, IL, 606132193
  • Plan Type: 403(b)
  • Total Participants: 1,585
  • Total Assets: $45.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,585$45.8M$1.3M$3.5M
20231,261$39.8M$1.3M$3.0M
20221,031$31.6M$1.0M$2.8M

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
PLANTE & MORAN PLLCAuditor$0

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $0

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-$6,646
2023$4,854
2022$4,153

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