How big is Middleton Place Foundation's plan?

Middleton Place Foundation's plan reported $1.7M in assets and 159 participants for 2024.

Original filing (PDF)20251003100751NAL0000746451001

Middleton Place Foundation

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

Form 5500-SF

FILING_RECEIVED

Middleton Place Foundation Retirement Plan

401(k) retirement plan · Middleton Place Foundation's Middleton Place Foundation Retirement Plan held $1.7M in plan assets for 159 participants in 2024.

Signals · 1

No auditor on file

Active participants

159

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Joshua Baerg signed Middleton Place Foundation's 2024 Form 5500 as plan administrator.

Joshua Baerg — 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

Middleton Place Foundation's EIN is 57-0611604.

EIN 57-0611604

Plan number 001

Plan year 2024

ACK ID 20251003100751NAL0000746451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Middleton Place Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDDLETON PLACE FOUNDATION.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score