The Thesholds And Affiliates Tax Sheltered Annuity And Savings Plan
Sponsored by The Thresholds · EIN 362518901 · Plan #001
- Total assets
- $45.8M
- Net assets
- $45.8M
- Active participants
- 1,585
- With balances
- 1,015
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$6,546 |