Threshold Enterprises, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Threshold Enterprises, Ltd. (EIN 942609086)
  • Plan Type: 401(k)
  • Total Participants: 443
  • Total Assets: $9.3M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024443$9.3M$23,296$733,023
2023408$8.6M$26,338$708,728
2022438$7.3M$34,472$856,865

Service Providers

  • BAKER TILLY US, LLP — Auditor
  • STANCORP FINANCIAL GROUP — NONE ($54,506)
  • OSAIC WEALTH, INC. — NONE ($16,379)
  • CHARLES SCHWAB — NONE
  • WOODBURY FINANCIAL SVC, INC — NONE ($5,045)

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