How big is The Middleton Group, LLC's plan?

The Middleton Group, LLC's plan reported $321K in assets and 10 participants for 2024.

Original filing (PDF)20250721083846NAL0000451699001

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) Plan

401(k) retirement plan · The Middleton Group, LLC's The Middleton Group, LLC 401(k) Plan held $321K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$321K

Net assets (EOY)

$321K

People on this filing

Blake Middleton signed The Middleton Group, LLC's 2024 Form 5500 as plan administrator.

Blake Middleton — 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 42-1725551.

EIN 42-1725551

Plan number 001

Plan year 2024

ACK ID 20250721083846NAL0000451699001

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