Plan Snapshot
- Plan Sponsor: Threshold Enterprises, Ltd.
- Sponsor EIN: 942609086
- Sponsor Address: 23 JANIS WAY, SCOTTS VALLEY, CA, 950663506
- Plan Type: 401(k)
- Total Participants: 443
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 443 | $9.3M | $23,296 | $733,023 |
| 2023 | 408 | $8.6M | $26,338 | $708,728 |
| 2022 | 438 | $7.3M | $34,472 | $856,865 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $75,930 | $21,424 | $54,506 | — | — |
| 2023 | $69,559 | $19,249 | $50,310 | — | — |
| 2022 | $74,052 | — | $74,052 | — | — |