# Threefold Educational Foundation & School 403(b) Plan
Source: https://planprovider.pro/companies/threefold-educational-foundation-school-403b-plan

> Threefold Educational Foundation & School's 403(b) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Threefold Educational Foundation & School

- **Sponsor EIN:** 136196291

- **Sponsor Address:** 260 HUNGRY HOLLOW ROAD, CHESTNUT RIDGE, NY, 109776304

- **Plan Type:** 403(b)

- **Total Participants:** 94

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|94|$13.7M|$0|$0|

| 2023|88|$12.7M|$0|$0|

## 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|

| UHY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## 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|$150|—|$150|—|—|

| 2023|$4|—|$4|—|—|

## Similar Plans

- [Teaching Matters, INC.](https://planprovider.pro/companies/teaching-matters-inc-401k-plan) — 94 participants

- [Ember Charter School For Mindful Education,Innovation & Transformation](https://planprovider.pro/companies/ember-charter-school-for-mindful-education-innovation-transformation-401k-plan) — 93 participants

- [Portledge School](https://planprovider.pro/companies/portledge-school-403b-plan-002) — 95 participants

- [Grand Concourse Academy Charte](https://planprovider.pro/companies/grand-concourse-academy-charte-401k-plan) — 95 participants

- [Girls Who Code, INC](https://planprovider.pro/companies/girls-who-code-inc-401k-plan) — 93 participants

- [Mott Haven Academy Charter School](https://planprovider.pro/companies/mott-haven-academy-charter-school-401k-plan) — 92 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/threefold-educational-foundation-school-403b-plan)

© 2026 PlanProvider.Pro