# Threshold Enterprises, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/threshold-enterprises-ltd-401k-plan

> Threshold Enterprises, Ltd.'s 401(k) plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|NONE|$54,506|—|$54,506|

| OSAIC WEALTH, INC.|NONE|$16,379|—|$16,379|

| CHARLES SCHWAB|NONE|—|$7,354|$7,354|

| WOODBURY FINANCIAL SVC, INC|NONE|$5,045|—|$5,045|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [OSAIC WEALTH, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — NONE

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $83,284

- **Estimated Expense Ratio:** 0.892% of plan assets

### 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/threshold-enterprises-ltd-401k-plan)

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