How big is Bennett & Middendorf, Ltd.'s plan?

Bennett & Middendorf, Ltd.'s plan reported $3.0M in assets and 6 participants for 2024.

Original filing (PDF)20250707105539NAL0005257424004

Bennett & Middendorf, Ltd.

Name: Bennett & Middendorf, Ltd. — Bennett & Middendorf, Form 5500 (2024)
Creator: Bennett & Middendorf, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bennett & Middendorf, Ltd. Profit Sharing Trust

401(k) retirement plan · Bennett & Middendorf, Ltd.'s Bennett & Middendorf, Ltd. Profit Sharing Trust held $3.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Laurie Allen signed Bennett & Middendorf, Ltd.'s 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Bennett & Middendorf, Ltd.'s EIN is 37-1014232.

EIN 37-1014232

Plan number 001

Plan year 2024

ACK ID 20250707105539NAL0005257424004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bennett & Middendorf, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bennett & Middendorf, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENNETT & MIDDENDORF, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

BENNETT & MIDDENDORF, LTD.

EIN

all filings

Address

1891MAINE STREET, SUITE 6 · QUINCY, IL · 62301

Phone

(217) 222-1142

Industry

Professional & Technical Services

Plan administrator