· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THREEFOLD, INC — THREEFOLD, INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250609091542NAL0024130080001
THREEFOLD, INC
Form 5500-SF
FILING_RECEIVED
THREEFOLD, INC 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
76
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THREEFOLD, INC
.
Find decision makers
Plan sponsor
Name
THREEFOLD, INC
EIN
31-1642635
Address
5151 N SHADELAND AVE · INDIANAPOLIS, IN · 462262603
Phone
(317) 716-4846
Industry
Management of Companies / Holdings
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Management of Companies / Holdings plans
JBA DIVERSIFIED HOLDINGS, LLC
JBA DIVERSIFIED HOLDINGS, LLC 401(K) PLAN
$8.3M · 55 participants
HAL REAL ESTATE INC.
HAL REAL ESTATE INC. 401(K) PROFIT SHARING PLAN
$8.3M · 9 participants
OLD AMERICAN SERVICES, LLC
OLD AMERICAN SERVICES LLC 401(K) PLAN
$8.3M · 18 participants
CLEARBROOK HOLDINGS CORP
CLEARBROOK HOLDINGS CORP 401(K) PLAN
$8.3M · 667 participants
LITTER CORPORATION, INC.
LITTER CORPORATION INC. 401(K) PLAN
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.3M · 94 participants
PREMIER PARKS, LLC
PREMIER PARKS, LLC 401(K) PLAN
$8.3M · 492 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
