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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,585 | $45.8M | $1.3M | $3.5M |
| 2023 | 1,261 | $39.8M | $1.3M | $3.0M |
| 2022 | 1,031 | $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 PLLC | Auditor | — | — | $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 | — | — | — | — |