How big is Middlemarch Partners, LLC's plan?

Middlemarch Partners, LLC's plan reported $600K in assets and 2 participants for 2024.

Original filing (PDF)20250924081456NAL0008356816001

Middlemarch Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Middlemarch Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Middlemarch Partners, LLC's Middlemarch Partners, LLC 401(k) Profit Sharing Plan held $600K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

People on this filing

Sasha Grutman signed Middlemarch Partners, LLC's 2024 Form 5500 as plan administrator.

Sasha Grutman — 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

Middlemarch Partners, LLC's EIN is 46-1995164.

EIN 46-1995164

Plan number 002

Plan year 2024

ACK ID 20250924081456NAL0008356816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Middlemarch Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Middlemarch Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDDLEMARCH PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MIDDLEMARCH PARTNERS, LLC

EIN

all filings

Address

125 PARK AVENUE · SUITE 1700 · NEW YORK, NY · 10017

Phone

(212) 913-9660

Industry

Finance & Insurance

Plan administrator