Threshold Enterprises, Ltd. 401(k) Plan
Sponsored by Threshold Enterprises, Ltd. · EIN 942609086 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 443
- With balances
- 309
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $54,506 |
| Osaic Wealth, Inc. | Investment advisory (plan), Consulting fees | $16,379 |
| Woodbury Financial Svc, Inc | Investment advisory (plan), Consulting fees | $5,045 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |