How big is Threshold Rehabilitation Services, Inc.'s plan?

Threshold Rehabilitation Services, Inc.'s plan reported $8.6M in assets and 295 participants for 2023.

Original filing (PDF)20250331121858NAL0003419523001

Threshold Rehabilitation Services, Inc.

Name: Threshold Rehabilitation Services, Inc. — Form 5500 Plan 001 (2023)
Creator: Threshold Rehabilitation Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Threshold Rehabilitation Services, Inc. 401(k) Retirement Plan

401(k) retirement plan · Threshold Rehabilitation Services, Inc.'s Threshold Rehabilitation Services, Inc. 401(k) Retirement Plan held $8.6M in plan assets for 295 participants in 2023, with Fidelity as recordkeeper.

Active participants

295

Accounts w/ balance

380

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Heidi Shaffer signed Threshold Rehabilitation Services, Inc.'s 2023 Form 5500 as plan administrator.

Heidi Shaffer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Threshold Rehabilitation Services, Inc.'s EIN is 23-1681448.

EIN 23-1681448

Plan number 001

Plan year 2023

ACK ID 20250331121858NAL0003419523001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Threshold Rehabilitation Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Threshold Rehabilitation Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THRESHOLD REHABILITATION SERVICES, INC..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

THRESHOLD REHABILITATION SERVICES, INC.

EIN

all filings

Address

1000 LANCASTER AVENUE · READING, PA · 196071610

Phone

(610) 777-7691

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$15K	—

Investments

32 direct securities· $8.3M(97% of reported assets)

Mutual Funds

$8.2M

24 holdings

Other securities

$108K

6 holdings

Common Collective Trusts

$27K

2 holdings

					% of plan
Fidelity Freedom 2025 Fund K Mutual Fund	Mutual Funds	—	—	$1.8M	21.3%
Fidelity Freedom 2035 Fund K Mutual Fund	Mutual Funds	—	—	$1.5M	17.8%
Fidelity Freedom 2030 Fund K Mutual Fund	Mutual Funds	—	—	$1.1M	12.5%
Fidelity Freedom 2040 Fund K Mutual Fund	Mutual Funds	—	—	$934K	10.9%
Fidelity Freedom 2050 Fund K Mutual Fund	Mutual Funds	—	—	$801K	9.3%
Fidelity Freedom 2045 Fund K Mutual Fund	Mutual Funds	—	—	$386K	4.5%
Fidelity Freedom 2060 Fund K Mutual Fund	Mutual Funds	—	—	$342K	4.0%
Fidelity Freedom 2055 Fund K Mutual Fund	Mutual Funds	—	—	$335K	3.9%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$158K	1.8%
Fidelity Freedom 2065 Fund K Mutual Fund	Mutual Funds	—	—	$148K	1.7%
Fidelity Government Money Market Fund Money Market	Mutual Funds	—	—	$111K	1.3%
Vanguard Total International Stock Adm Mutual Fund	Mutual Funds	—	—	$101K	1.2%
Fidelity Freedom 2015 Fund K Mutual Fund	Mutual Funds	—	—	$97K	1.1%
Fidelity Freedom 2020 Fund K Mutual Fund	Mutual Funds	—	—	$92K	1.1%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$69K	0.8%
T. Rowe Price Capital Appreciation Fund Mutual Fund	Other securities	—	—	$47K	0.5%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$47K	0.5%
Fidelity Total Bond Fund Mutual Fund	Mutual Funds	—	—	$39K	0.5%
Fidelity Value Fund Mutual Fund	Mutual Funds	—	—	$34K	0.4%
ClearBridge Large Cap Value A Mutual Fund	Other securities	—	—	$28K	0.3%
Vanguard Value Index Adm Mutual Fund	Mutual Funds	—	—	$24K	0.3%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$24K	0.3%
Fidelity Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$21K	0.2%
Allspring Special Small Cap Value Adm Mutual Fund ** 110 T. Rowe Price Dividend Growth Advisor Mutual Fund	Other securities	—	—	$18K	0.2%
Oakmark International Investor Mutual Fund	Other securities	—	—	$12K	0.1%
Fidelity Freedom 2010 Fund K Mutual Fund	Mutual Funds	—	—	$10K	0.1%
Fidelity Mid Cap Index Fund Mutual Fund ** 576 * Fidelity Real Estate Investment Portfolio Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Small Cap Growth Index Adm Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Mid-Cap Growth Index Adm Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Goldman Sachs Inflation Protected Securities Inv Mutual Fund	Other securities	—	—	$2K	<0.1%
Vanguard Mid-Cap Value Index Adm Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
Pioneer Select Mid Cap Growth Y Fund Mutual Fund	Other securities	—	—	$1K	<0.1%