Thresholds, Inc.'s EIN is 38-2063018.
Download the official 2023 Form 5500 (PDF) for Thresholds, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Thresholds, Inc.'s plan includes a 403(b) annuity.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTUNE FINANCIAL SERVICES INC. | — | NEW BRIGHTON, PA | INVESTMENT ADVISOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS ROSS | 38-1477362 | — | CONTRACT ADMIN | $4K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW | — | GRAND RAPIDS, MI | OTHER | $10K | — |
| CAPITAL GROUP RETIREMENT PLAN SVCS | — | IRVINE, CA | NONE | $525 | — |
| RELIASTAR LIFE INSURANCE CO. | 41-0451140 | — | SERVICE PROVIDER | $0 | — |
