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Original filing (PDF)20251015162354NAL0002744739001
MIDDOUGH INC.
Form 5500
FILING_RECEIVED
MIDDOUGH INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
385
Accounts w/ balance
601
Plan assets (EOY)
$74.0M
Net assets (EOY)
$74.0M
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 (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIDDOUGH INC..
Plan sponsor
Name
MIDDOUGH INC.
EIN
34-1256631
Address
1901 EAST 13TH ST. · SUITE 400 · CLEVELAND, OH · 44114
Phone
(216) 367-6000
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHEN & COMPANY LTD. | 36-5132517 | — | ACCOUNTANT/AUDITOR | $31K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities· $73.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | — | — | — | $9.9M | 13.3% | |
| CB LG CAP GROWTH IS Mutual Fund | — | — | — | $9.3M | 12.5% | |
| FID MID CAP STOCK K Mutual Fund | — | — | — | $4.6M | 6.2% | |
| FID FREEDOM 2035 K Mutual Fund | — | — | — | $4.2M | 5.7% | |
| FID MAGELLAN K Mutual Fund | — | — | — | $3.9M | 5.3% | |
| FID GOVT MMKT Money Market Fund | — | — | — | $3.2M | 4.4% | |
| FID FREEDOM 2025 K Mutual Fund | — | — | — | $3.2M | 4.3% | |
| FID FREEDOM 2040 K Mutual Fund | — | — | — | $3.1M | 4.2% | |
| FID EQ DIV INCOME K Mutual Fund | — | — | — | $2.8M | 3.8% | |
| FID INVST GR BD Mutual Fund | — | — | — | $2.7M | 3.7% | |
| FID FREEDOM 2045 K Mutual Fund | — | — | — | $2.4M | 3.2% | |
| FID LOW PRICED STK K Mutual Fund | — | — | — | $2.0M | 2.7% | |
| FID FREEDOM 2050 K Mutual Fund | — | — | — | $2.0M | 2.7% | |
| FID FREEDOM 2030 K Mutual Fund | — | — | — | $2.0M | 2.7% | |
| FID DIVERSIFD INTL K Mutual Fund | — | — | — | $1.8M | 2.5% | |
| FID FREEDOM 2055 K Mutual Fund | — | — | — | $1.7M | 2.3% | |
| FID INTL INDEX Mutual Fund | — | — | — | $1.7M | 2.3% | |
| FID ASSET MGR 70% Mutual Fund | — | — | — | $1.7M | 2.3% | |
| FID STK SEL SM CAP Mutual Fund | — | — | — | $1.6M | 2.2% | |
| FID GROWTH STRAT Mutual Fund | — | — | — | $1.3M | 1.8% | |
| FID US BOND IDX Mutual Fund | — | — | — | $1.3M | 1.7% | |
| EV INC FUND BOSTON I Mutual Fund | — | — | — | $1.2M | 1.6% | |
| FID FREEDOM 2020 K Mutual Fund | — | — | — | $1.2M | 1.6% | |
| AM CENT MD CP VAL R6 Mutual Fund | — | — | — | $1.2M | 1.6% | |
| FID FREEDOM 2060 K Mutual Fund | — | — | — | $958K | 1.3% | |
| FID EMERGING MKTS Mutual Fund | — | — | — | $600K | 0.8% | |
| ROYCE SMALL-CAP SVC Mutual Fund | — | — | — | $571K | 0.8% | |
| AS SM CO VALUE ADM Mutual Fund | — | — | — | $493K | 0.7% | |
| FID FREEDOM 2065 K Mutual Fund | — | — | — | $419K | 0.6% | |
| FID FREEDOM 2015 K Mutual Fund | — | — | — | $357K | 0.5% | |
| FID FREEDOM INC K Mutual Fund | — | — | — | $167K | 0.2% | |
| FID FREEDOM 2010 K Mutual Fund | — | — | — | $36K | <0.1% |