How big is The Middleton Group LLC's plan?

The Middleton Group LLC's plan reported $4K in assets and 2 participants for 2024.

Original filing (PDF)20250704073315NAL0002705634001

The Middleton Group LLC

Name: The Middleton Group LLC — The Middleton Group LLC, Form 5500 (2024)
Creator: The Middleton Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Middleton Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Middleton Group LLC's The Middleton Group LLC 401(k) Profit Sharing Plan and Trust held $4K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Shirley Horner signed The Middleton Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

The Middleton Group LLC's EIN is 35-2616486.

EIN 35-2616486

Plan number 001

Plan year 2024

ACK ID 20250704073315NAL0002705634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Middleton Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Middleton Group LLC'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 THE MIDDLETON GROUP LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score