Thresholds. Inc. Kent Residential Centers Non Profit Housing Corporation 403(b) Plan
Sponsored by Thresholds, Inc. · EIN 382063018 · Plan #001
- Total assets
- $7.4M
- Net assets
- $7.4M
- Active participants
- 179
- With balances
- 125
Plan year beginning 07/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fortune Financial Advisors, Llc CRD 145799 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fortune Financial Services Inc. | Investment advisory (plan) | $24,787 |
| Doeren Mayhew Assurance | Other fees | $4,300 |
| Watkins Ross | Contract administrator | $2,644 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $708 |
| Reliastar Life Insurance Co. | Recordkeeping fees | $0 |